Editorial Staff, Author at Retirement Income Journal

New index gauges retiree health costs as percent of SS benefits

By Editorial Staff Thu, Apr 17, 2014

“Many Americans believe that Medicare will cover most or all of their health care costs in retirement. This is simply untrue,” said Ron Mastrogiovanni, founder and CEO of HealthView...

Published April 17, 2014

Morningstar publishes March fund flows

By Editorial Staff

Excluding the transfer of Fidelity's mutual fund assets to collective investment trusts, PIMCO was the only fund provider among the top 10 to see net outflows in the first...

Published April 17, 2014

TIAA-CREF buys Nuveen Investments

By Editorial Staff

Nuveen will operate as a separate subsidiary within TIAA-CREF’s Asset Management business. The transaction gives TIAA-CREF two mutual fund complexes with aggregate AUM of $181 billion.

Published April 17, 2014

State-sponsored workplace savings program passes Illinois Senate

By Editorial Staff

Senate Bill 2758 would provide access to an IRA plan at businesses with 25 or more employees and in business more than two years. Automatic payroll contributions would...

Published April 17, 2014

Great-West buys J.P. Morgan’s jumbo recordkeeper

By Editorial Staff Thu, Apr 10, 2014

The transaction includes only the recordkeeping services for large- to mega-sized plans, and does not include J.P. Morgan Retirement Plan Services' (RPS) business in the small plan space.

Published April 10, 2014

Record year for bank annuity fee income in 2013

By Editorial Staff

Wells Fargo, Morgan Stanley, Raymond James Financial, J.P. Morgan & Co. and Bank of America were the annuity fee leaders in the bank space in 2013, combining for $2.23...

Published April 10, 2014

Financial discipline is important, but uncommon

By Editorial Staff

Sixty percent of the respondents to a Northwestern Mutual survey said their financial planning could use improvement; the most common obstacle to improvement was lack of time, cited by...

Published April 10, 2014

New robo-advisor makes use of 401(k) ‘brokerage window’

By Editorial Staff

"401kInvestor.com" shows plan participants how to build their own portfolios using low cost, non-plan ETFs within their existing retirement accounts, said founder Wayne Connors.

Published April 10, 2014

Annual report on 401(k) cost information is published

By Editorial Staff

The study shows the average investment expense for a 100-participant, $5 million plan is 1.22%. This figure includes 0.56% for the investment manager and 0.66% for recordkeepers, advisors and...

Published April 10, 2014

A TDF reformer/designer calls today’s TDFs “time bombs”

By Editorial Staff Thu, Apr 3, 2014

In a new handbook (free to RIJ subscribers), West Coast pension consultant Ron Surz and two co-authors warn that retirement plan fiduciaries may be held responsible if another bear...

Published April 3, 2014

Don’t neglect the ‘middle market’: LIMRA SRI

By Editorial Staff

With so many advisers and companies focusing on the high net worth investor market, America's 13 million middle-market investors continue to be neglected and underserved. Therein lies opportunity, according...

Published April 3, 2014

Genworth survey probes financial apathy

By Editorial Staff

Many Americans regard financial products as too complex, or say they don’t have time to learn about finance, or are uncertain about how to get started, according to an...

Published April 3, 2014

The Bucket

By Editorial Staff

Brief or late-breaking items from New York Life, Allstate, and Guardian Life.

Published April 3, 2014

How life insurers can succeed over the next decade: McKinsey

By Editorial Staff Thu, Mar 27, 2014

"Individual annuities have soaked up more than a third of industry capital and have created less than 20 percent of value," according to a new white paper from McKinsey...

Published March 27, 2014

Publicly traded life insurers repurchased $4.9 billion in shares in 2013: A.M. Best

By Editorial Staff

Some of the repurchase activity in 2013 was driven by the 67% increase in life/annuity share prices and the desire to offset the dilutive effect of in-the-money stock options...

Published March 27, 2014

Honesty really is the best corporate policy, writes EST founder

By Editorial Staff

Werner Erhard, the former salesman who reinvented himself as a self-help guru, who was vilified on '60 Minutes' but later vindicated, wants to restore integrity to the world of...

Published March 27, 2014

Video: A Chat with Morningstar’s Retirement Solutions Group

By Editorial Staff Wed, Mar 26, 2014

In this seven-minute video, RIJ editor Kerry Pechter interviews Nathan Voris, the large market practice leader, and Jeremy Stempion, the director of investments, of the Retirement Solutions Group of...

Published March 27, 2014

Net annuity cash flow at b/ds fell 19% in 2013: DTCC

By Editorial Staff Thu, Mar 20, 2014

December 2013 was the first month of negative net flow into annuities since Analytic Reporting of Annuities, an online service of DTCC’s National Securities Clearing Corporation (NSCC), began collecting...

Published March 20, 2014

Affluent Americans expect to delay retirement: Cogent

By Editorial Staff

“To the extent that pre-retirees lack confidence about retirement, providers can offer a voice of assurance or reason," said Linda York, the president of syndicated research at Market Strategies...

Published March 20, 2014

Fidelity, as service provider, wins in appeal of “Tussey v. ABB”

By Editorial Staff

This week's appeals court decision in the class action suit against Fidelity and one of its 401(k) recordkeeping clients was a "mixed bag for plan sponsors, participants and service...

Published March 20, 2014

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Articles by Author: Editorial Staff

New index gauges retiree health costs as percent of SS benefits

Morningstar publishes March fund flows

TIAA-CREF buys Nuveen Investments

State-sponsored workplace savings program passes Illinois Senate

Great-West buys J.P. Morgan’s jumbo recordkeeper

Record year for bank annuity fee income in 2013

Financial discipline is important, but uncommon

New robo-advisor makes use of 401(k) ‘brokerage window’

Annual report on 401(k) cost information is published

A TDF reformer/designer calls today’s TDFs “time bombs”

Don’t neglect the ‘middle market’: LIMRA SRI

Genworth survey probes financial apathy

The Bucket

How life insurers can succeed over the next decade: McKinsey

Publicly traded life insurers repurchased $4.9 billion in shares in 2013: A.M. Best

Honesty really is the best corporate policy, writes EST founder

Video: A Chat with Morningstar’s Retirement Solutions Group

Net annuity cash flow at b/ds fell 19% in 2013: DTCC

Affluent Americans expect to delay retirement: Cogent

Fidelity, as service provider, wins in appeal of “Tussey v. ABB”

Data Connection

Data Connection

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