Editorial Staff, Author at Retirement Income Journal

Honesty really is the best corporate policy, writes EST founder

By Editorial Staff Thu, Mar 27, 2014

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

AIG enhances living benefit of indexed annuities

By Editorial Staff

The Lifetime Income Plus rider is automatically included in Power Index Plus Income, a new index annuity focused on retirement income and designed especially for the financial institution and...

Published March 20, 2014

FIA, DIA, and SPIA sales broke records in 4Q 2013: LIMRA

By Editorial Staff

Joe Montminy, assistant vice president, LIMRA SRI Annuity Research, attributed sales growth to rising interest rates, product innovation and “organic growth” in the bank and Independent B-D channels.

Published March 20, 2014

Before buying pension liabilities, UK insurers may require check-ups

By Editorial Staff

“An increasing number of businesses keen to explore using medical underwriting as part of their de-risking strategy,” said Margaret Snowdon, director of JLT Employee Benefits.

Published March 20, 2014

A retirement income guide for the perplexed plan sponsor

By Editorial Staff Thu, Sep 26, 2013

If you want to come up to speed fast on the DC-to-DB dialogue, check out this hefty new report from the Society of Actuaries and the Stanford Center on...

Published September 26, 2013

Three percent GDP growth for next three years: BNY Mellon

By Editorial Staff

The Fed will fall “behind the curve” in its monetary policy, creating pressure for a major upward spike in interest rates in 2017 or 2018, following the Presidential election...

Published September 26, 2013

Will Obamacare Undermine Employer-Provided Health Insurance?

By Editorial Staff Mon, Sep 23, 2013

The projection by some that 43 million Americans could lose their employer-sponsored health insurance when the Affordable Care Act becomes law is not backed up by the evidence, according...

Published RIJ Advisor

Allianz Life Launches an “Indexed Variable Annuity’

By Editorial Staff Thu, Sep 19, 2013

The product, Index Advantage, includes variable annuity subaccounts, plus a low-risk index crediting method that returns 4% (annually adjusted) whenever the index is flat or positive, plus a structured...

Published September 19, 2013

The Bucket

By Editorial Staff

Brief or late-breaking items from Cannex and The QWeMA Group, Nationwide Financial, The SPARK Institute and ING U.S.

Published September 19, 2013

The Bucket

By Editorial Staff Mon, Sep 9, 2013

Brief or late-breaking items from Cetera, Nationwide and New York Life.

Published RIJ Advisor

The Bucket

By Editorial Staff Thu, Aug 29, 2013

Brief or late-breaking items from Beacon Research, Athene Annuity, ADP, ING U.S., and Ruark Consulting.

Published August 29, 2013

The Bucket

By Editorial Staff Fri, Jul 26, 2013

Brief or late-breaking items from Nationwide, Spain, New York Life, Transamerica and T. Rowe Price.

Published July 26, 2013

The Bucket

By Editorial Staff Thu, Jul 18, 2013

Brief or late-breaking items from the Employee Benefit Research Institute, Lincoln Financial, Transamerica, Employee Fiduciary, The Principal and NEST.

Published July 18, 2013

The Bucket

By Editorial Staff Thu, Jun 27, 2013

Brief or late-breaking items from Genworth, Dimensional Fund Advisors, American General, and Northern Trust. Plus, a letter dated today from Sen. Max Baucus (D-MT) and Sen. Orrin Hatch (R-UT)...

Published June 27, 2013