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.

The Dollar as Reserve Currency: Benefit or Burden?

By Kerry Pechter Thu, Mar 9, 2017

Should the dollar abdicate its role as the lingua franca of money? In this exclusive interview, economist Barry Eichengreen of the University of California, Berkeley offers some much-needed perspective.

Published March 9, 2017

The Best of Recent Economic Research

By Kerry Pechter Wed, Mar 8, 2017

The six academic papers cited here identify several points where, even when we don’t realize it, macroeconomics and personal finance intersect.

Published March 9, 2017

Fee-Based FIAs Are Customer-Friendly. But Will They Sell?

By Kerry Pechter Thu, Mar 2, 2017

'While the education process is taking longer than we’d like, the bucket of money is so large that it’s worthwhile,' said Joe Maringer, national sales vice president at Great...

Published March 2, 2017

No Quick End to Fiduciary Rule Story

By Kerry Pechter Wed, Mar 1, 2017

The DOL wants your comments again. It wants to know how much companies have spent on adapting to the rule, and whether it would be cheaper to abandon the...

Published March 2, 2017

Anecdotal Evidence: A.I. Is Coming

By Kerry Pechter

New reports from PwC, DST kasina, and Deloitte all herald a world of 'Robotics Process Automation' that will probably feature many more chatbots and many fewer phone reps or...

Published March 2, 2017

Lincoln and BlackRock Launch No-Commission Variable Annuity

By Kerry Pechter Fri, Feb 24, 2017

'Lincoln Core Income' offers 4% guaranteed lifetime income with a 2% COLA, plus a choice of three iShare exchange-traded funds and a death benefit for an all-in cost of...

Published February 23, 2017

‘We’re the Kasparov Inside’

By Kerry Pechter Thu, Feb 16, 2017

‘I’ve been on the bleeding edge as much as I’ve been on the leading edge, and it’s not always a comfortable place to be,’ said Judson Bergman, Chairman and...

Published February 16, 2017

A Safe Harbor is in Jeopardy

By Kerry Pechter

We shouldn’t deprive workers of 'bread' on the chance that brokers will be able to sell 'cake' to their employers.

Published February 16, 2017

How Ticos Turn DC Savings to Income

By Kerry Pechter

Retirees can take a monthly income equal to 1/12 of the earnings on their DC savings, or they can take a “scheduled withdrawal” where their accumulation is divided by...

Published February 16, 2017

Is (or Isn’t) Time Running Out for the Fiduciary Rule?

By Kerry Pechter Thu, Feb 9, 2017

Three benefits attorneys told RIJ this week that the DOL's fiduciary rule became effective last June, and that it may be hard to stop the rule--or even delay the...

Published February 9, 2017

Federal Judge Upholds Obama Fiduciary Rule

By Kerry Pechter

Ignoring a Trump administration request to delay her ruling, Chief Judge Barbara Lynn of the Northern District of Texas, Dallas Division, rejected industry arguments that the Obama Department of...

Published February 9, 2017

Más o Menos: Ticos Cheerfully Eke By

By Kerry Pechter Wed, Feb 1, 2017

With 4.8 million people, Costa Rica’s problems are comparable to those of a big U.S. city, like Los Angeles or Chicago. Yet the tensions of a large U.S. city...

Published February 2, 2017

President Trump and the DOL Fiduciary Rule

By Kerry Pechter

If the DOL rule is removed or neutered, then financial services firms may have more autonomy in choosing how to use the savings that digital automation brings: To raise...

Published February 2, 2017

Skin in the Game

By Kerry Pechter Fri, Jan 27, 2017

Published February 2, 2017

Dream-House Shopping in Costa Rica

By Kerry Pechter Mon, Jan 23, 2017

The house was for sale. Its mystical vibe seduced them into paying $150,000 in cash. Monkeys, sloths, macaws, butterflies and gekkos would be their neighbors as the couple aged....

Published January 26, 2017

Rx for Retirement: A Low Dose of Equities

By Kerry Pechter

'For retirement investors attempting to minimize downside risk while sustaining future withdrawals, appropriate equity allocations range between five and 25%,' write Keith C. Brown (inset) and W. V. Harlow...

Published January 26, 2017

Skin in the (Costa Rican Retirement) Game

By Kerry Pechter Fri, Jan 20, 2017

How do Costa Ricans pay for retirement? In San Jose, Alvaro Ramos Chaves (above), the pensions regulator, told RIJ how his nation’s mandatory DB and DC plans work. His...

Published January 20, 2017

Who Will Sell Transamerica’s New No-Commission VA?

By Kerry Pechter

“The sales outlook for 2017 is too soon to tell, given . We are confident that there is a market need for this structure in...

Published January 20, 2017

Anecdotal Evidence: The 10% Solution

By Kerry Pechter

The smartest companies contribute 10% of pay to each employee's retirement account--not as a bonus but as a carve-out of compensation. This policy is the most effective way to...

Published January 20, 2017

The View from Costa Rica

By Kerry Pechter Thu, Jan 12, 2017

By visiting Costa Rica and interviewing retirement experts there, I hope to gather a few facts that might help me and RIJ readers understand our domestic retirement financing...

Published January 12, 2017

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