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.

What To Tell Nervous (Older) Clients Now

By Kerry Pechter Thu, Dec 8, 2016

During market turmoil, the messages from “retirement income” advisors to their clients should be substantially different in their content from the messages that investment advisors typically send to their...

Published December 8, 2016

At DCIIA Forum, Familiar Faces and Fresh Ideas

By Kerry Pechter Thu, Dec 1, 2016

Does automatic enrollment lead to higher consumer debt? Should employers stop sponsoring retirement plans? These are other ideas were floated at the Defined Contribution Institutional Investors Association Academic Forum...

Published December 1, 2016

Which Annuity Is Better? This New Tool Tells You

By Kerry Pechter Tue, Nov 29, 2016

Cannex, the Toronto-based annuity product data, just announced a new tool, based on research by annuity guru Moshe Milvesky, that enables advisors to do side-by-side comparisons of annuity contracts....

Published December 1, 2016

An All-Purpose Variable Income Annuity

By Kerry Pechter Wed, Nov 23, 2016

Published November 17, 2016

There’s No Morning-After Pill

By Kerry Pechter Wed, Nov 16, 2016

Published November 17, 2016

Will pensions become subject to state income tax in Illinois?

By Kerry Pechter

Published November 17, 2016

Anecdotal Evidence: Trump and the DOL Rule

By Kerry Pechter Thu, Nov 10, 2016

'Would the financial services industry want to return to square one after spending millions of dollars to reconfigure their compliance systems and products' for the DOL conflict of interest...

Published November 10, 2016

Trump and the Trajectory of Interest Rates

By Kerry Pechter Wed, Nov 9, 2016

'There could be pressure for rates to go higher as investors digest the deficit spending pushed by Mr. Trump,' said Andrew McCormick, head of T. Rowe Price’s U.S. taxable...

Published November 10, 2016

The View from the (DOL) Trenches

By Kerry Pechter Thu, Nov 3, 2016

'“Many of the broker-dealers are still searching for a light switch in a dark room,” said James Lumberg of Envestnet, who, with Jeff Schwantz of Morningstar and Arjun Saxena...

Published November 3, 2016

Anecdotal Evidence: How to Charm a Client

By Kerry Pechter

When dealing with your HNW clients and prospects, success depends less on performance or fees than on solving clients’ problems and simplifying their complex lives.

Published November 3, 2016

A Word to the Wise Advisor

By Kerry Pechter Fri, Oct 21, 2016

At the Money Management Institute Fall Solutions conference in Boston this week, one of the presentations focused on the right and wrong words to use when explaining the impact...

Published October 21, 2016

Anecdotal Evidence: Football and Financial Ads

By Kerry Pechter Thu, Oct 20, 2016

Watching football games lets me see TV ads for financial services companies. Last weekend, I saw funny ads from E*Trade and GEICO, and a serious ad from Northwestern Mutua....

Published October 21, 2016

The Annuity That Pays for Itself

By Kerry Pechter Sat, Oct 15, 2016

Published

The Annuity That Pays for Itself

By Kerry Pechter Thu, Oct 13, 2016

The deferred income annuity, aka longevity insurance, is favored by academics and is mandatory in Germany and Singapore. Here's a compelling new way to explain its value to clients,...

Published October 13, 2016

Retiring (Temporarily) to Paradise

By Kerry Pechter Wed, Oct 12, 2016

An old friend who retired early to a hacienda by the sea in Nicaragua sent me an e-mail recently, responding to my question about his life there. His answer...

Published October 13, 2016

DOL Rule Impacts Far More Than Advisors’ Pay

By Kerry Pechter Sat, Oct 8, 2016

Published October 28, 2016

We Believe What We Like to Believe

By Kerry Pechter Thu, Oct 6, 2016

In another of our occasional Research Roundups, we survey papers that explore how we like to fool ourselves, how debt keeps women working, why it's better to grow up...

Published October 6, 2016

Two Definitions of ‘Best Interest’

By Kerry Pechter

The gap between what advisors can deliver and what clients feel that the DOL rule promises them is exactly where the plaintiff’s attorneys may focus their litigation efforts.

Published October 6, 2016

One Step Ahead of a Rolling Boulder

By Kerry Pechter Thu, Sep 29, 2016

In Colorado Springs this week, members of the Insured Retirement Institute met to discuss the impact of the DOL fiduciary rule. 'It's not all doom and gloom,' said one...

Published September 29, 2016

President ‘Id’ or President ‘Super-Ego’?

By Kerry Pechter

About Monday's presidential debate: It’s irresponsible for a candidate to stoke anxieties, to inflate them like toy balloons and leave them hanging in the air, without demonstrating a grasp...

Published September 29, 2016

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