Kerry Pechter, Author at Retirement Income Journal

Articles by Author: Kerry Pechter

Editor and Publisher of Retirement Income Journal, Kerry Pechter is author of Annuities for Dummies (Wiley, 2008) and former editor of the SourceMedia publication, Annuity Market News/Retirement Income Reporter. He has been an annuity columnist for Senior Market Advisor, and his feature articles have appeared in The New York Times, Wall Street Journal, Men's Health and many other national publications. From 1997 to 2006, he was a writer and editor supporting the Retirement Resource Center at The Vanguard Group. In 2009, he traveled to Taiwan and reported on the retirement industry there as a fellow of the National Press Foundation. A graduate of Kenyon College and recipient of a fellowship in creative writing at Indiana University, Pechter resides in Emmaus, PA, with his wife Lisa, the director of marketing and publicity for the Pennsylvania Shakespeare Festival at DeSales University.

Kindur to Sell American Equity Fixed Annuity with Living Benefits

By Kerry Pechter Thu, Apr 4, 2019

The fintech startup has chosen to offer ETF portfolios and an American Equity fixed annuity with a living benefit as sources of retirement income for its prospective online customers.

Published April 4, 2019

Help AM Best Create Metrics for ‘Innovation’

By Kerry Pechter Thu, Mar 28, 2019

AM Best’s evaluation of a company’s innovation level will be based on two elements: innovation inputs (the components of a company’s innovation process), and innovation outputs (the impact of...

Published March 28, 2019

Lessons from a Living (DC) Experiment

By Kerry Pechter

Israel has found that even a mandatory defined contribution system can’t resolve all of the behavioral, economic, or administrative issues that prevent low-income and minority workers from saving for...

Published March 28, 2019

A Chronicle of ‘NARIA,’ Nationwide’s Income-Generating VA for RIAs

By Kerry Pechter Thu, Mar 21, 2019

The 'Nationwide Advisory Retirement Income Annuity' has no commission or surrender schedule and offers RIA clients a choice of 130 investment options. The income rider costs 80 basis points...

Published March 21, 2019

What Advisors Want from Annuity Issuers

By Kerry Pechter

This week, RIJ received a press copy of “What Advisors Want from Annuity and Insurer Providers-2019,” a study by Practical Perspectives, a Boxford, MA-based financial services market research...

Published March 21, 2019

Why So Many Blacks in Financial Ads?

By Kerry Pechter Wed, Mar 13, 2019

The presence of blacks in financial ads may be increasing because news coverage of the financial crisis among blacks has increased. Only the people who commission or create the...

Published March 14, 2019

Talking Annuities with AIG’s Todd Solash

By Kerry Pechter

Solash, who leads AIG's Individual Retirement business, spoke with us about the company's approach to the annuity market. The NAIC recently reported AIG's overall Life and Retirement businesses as...

Published March 14, 2019

The Incredible Shrinking Income Rider

By Kerry Pechter Thu, Mar 7, 2019

Several variable annuity issuers offer optional income riders that allow a 7% or 8% withdrawal rate at age 70 unless or until the account value falls to zero, at...

Published March 7, 2019

A Textbook Way to Sell Annuities

By Kerry Pechter Thu, Feb 28, 2019

If you’ve ever heard David Macchia speak, you’ll probably recognize his voice coming through the text of his new book. In 'Lucky Retiree,' Macchia explains retirement risks and time-segmentation...

Published February 28, 2019

Taken to the Cleaners, in Yehud

By Kerry Pechter Wed, Feb 20, 2019

A better prime minister than Bibi Netanyahu would be Duke University behavioral economist Dan Ariely, said Aviram, who with his mother operates the laundry that I've frequented in...

Published February 21, 2019

Inside Seeking Alpha’s Money Machine

By Kerry Pechter

Content is currency for Seeking Alpha, as long as the editors (and their algorithms) keep making smart decisions about which content readers will be willing to pay for.

Published February 21, 2019

How Seeking Alpha Seeks Alpha—from Israel

By Kerry Pechter Tue, Feb 19, 2019

At Seeking Alpha’s Tel Aviv headquarters, RIJ talked to the firm’s CEO, Eli Hoffmann, about how the blogger-clearinghouse makes a ton of money helping people who are trying to...

Published February 21, 2019

Shekel by Shekel: How Israelis Save

By Kerry Pechter Thu, Feb 14, 2019

For the last decade, Israeli workers have contributed to mandatory defined contribution savings plans at work and must convert at least part of their savings to a lifetime income...

Published February 14, 2019

A Genuine ‘Value Fund’ Is Hard to Find

By Kerry Pechter Thu, Feb 7, 2019

"Even if the fund says ‘value,’ there’s no likelihood that it’s a value fund,” said Martin Lettau of UC-Berkeley, co-author of a study showing that Dimensional's value funds may...

Published February 7, 2019

New Social Security Bill Calls for Tax and Benefit Hikes

By Kerry Pechter

The bill proposes slowly raising the payroll tax by 1.2 percentage points for employers and employees over the next 23 years, and applies the payroll tax to incomes above...

Published February 7, 2019

Alliance for Lifetime Income Sponsors Rolling Stones’ New Tour

By Kerry Pechter

The two dozen life insurers and asset managers in the Alliance for Lifetime Income have purchased sole signage sponsorship of the Rolling Stones 2019 US tour. The Alliance expects...

Published February 7, 2019

An FIA Designed By RIAs

By Kerry Pechter Thu, Jan 31, 2019

The "ClearLine" fixed indexed annuity was developed by Security Benefit Life and DPL Financial Partners with input from the registered investment advisors who use DPL's no-commission annuity purchasing platform.

Published January 31, 2019

Ibbotson Taken to Task over Indexed Annuities

By Kerry Pechter

Michael Edesess and Bob Huebscher have challenged Roger Ibbotson's favorable analysis of fixed indexed annuities on at least two grounds. It was another battle in the endless war between...

Published January 31, 2019

Holy Annuities! RIJ Goes to Israel

By Kerry Pechter Fri, Jan 25, 2019

If it’s winter in east-central Pennsylvania, then you can bet that RIJ’s virtual offices will be someplace where the weather is mild and the local retirement financing system promises...

Published January 25, 2019

Notable Retirement Research of 2018

By Kerry Pechter

Our selection of ten outstanding retirement-related research papers from 2018 starts off with a summary of Joe Tomlinson's proposal for three new annuity products that have never been issued...

Published January 25, 2019

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