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.

White Paper Warns of PE-Led Life Insurers

By Kerry Pechter Thu, Mar 31, 2022

The co-director of the Center for Economic Policy Research claims that conflicts of interest, risky investments, and regulatory arbitrage accompany the incursion of private equity firms into the life/annuity...

Published March 31, 2022

Meet Corebridge, AIG’s ‘Bermuda Triangle’ Venture

By Kerry Pechter Wed, Mar 30, 2022

Corebridge Financial is AIG's Life & Retirement division, spun off and rebranded. It teams up with some of the world's largest asset managers and a reinsurer based in Bermuda....

Published March 31, 2022

Who Runs EBSA? It Matters

By Kerry Pechter Thu, Mar 24, 2022

Ali Khawar, the acting head of the DOL's Employee Benefit Security Administration, spoke at an American Academy of Actuaries webinar. To learn about EBSA’s initiatives, we tuned in.

Published March 24, 2022

Europe’s Borderless New DC Plans

By Kerry Pechter

After 10 years of preparation, the European Union has created Pan European Personal Pension plans (PEPPs). These will be available to any EU-country citizen working in any EU country....

Published March 24, 2022

Tough Fed talk on inflation, little bite

By Kerry Pechter Wed, Mar 23, 2022

'We prefer to take risk in equities over credit in the inflationary backdrop because we expect real—or inflation-adjusted—yields to stay historically low,' write BlackRock analysts.

Published March 24, 2022

401(k)s Are a ‘Fraud,’ and Other New Research

By Kerry Pechter Thu, Mar 17, 2022

Here are five fresh, timely pieces of academic research on retirement-related topics, including the alleged unfairness of the employer-sponsored defined contribution plan savings system.

Published March 17, 2022

Consumer Groups Urge DOL to Tighten “Reg BI”

By Kerry Pechter

Consumer advocacy groups are urging the Department of Labor to return to its 2016 stance--when it required annuity sellers to pledge to act solely in their clients' best interest...

Published March 17, 2022

What’s the Deal with (Annuity) Reinsurance?

By Kerry Pechter Thu, Mar 10, 2022

The use of "modified coinsurance" or "funds withheld" reinsurance is helping certain issuers of fixed indexed annuity conserve capital and take more investment risk. Its a strategy that can...

Published March 11, 2022

Meet MassMutual’s Bermuda Reinsurer

By Kerry Pechter

MassMutual helped finance Martello Re, the $1.65bn Bermuda reinsurer that just reinsured $14bn worth of MassMutual's in-force fixed-rate and fixed index annuities, and recruited Dennis Ho to be its...

Published March 11, 2022

Our retirement system needs work: Morningstar

By Kerry Pechter Thu, Mar 3, 2022

The content and tone of Morningstar's new Retirement Plan Landscape Report, from a new Morningstar retirement research group, reflects the crisp, business-like approach that Morningstar's broad audience needs and...

Published March 3, 2022

Investment, Pension, or Annuity? This Fund Is a Hybrid

By Kerry Pechter

Purpose Financial's Longevity Pension Fund, introduced in Canada last summer, is designed to provide sustainable income for life with liquidity of principal. Getting SEC approval for its sale as...

Published March 3, 2022

‘I Can’t Believe This’

By Kerry Pechter

Ukraine had been touted as a cheap place for Americans to retire. That's one way to look at it. Of the ~11 million retirees in Ukraine (as of mid-2021),...

Published March 3, 2022

Will Buy-Out Firms Buy Out Medicare?

By Kerry Pechter Thu, Feb 24, 2022

'Direct Contracting,' as the experiment is called, could put private equity (PE) firms between doctors and patients.

Published February 23, 2022

A Policy Dynamo Touts ‘Dynamic Pensions’

By Kerry Pechter

Bonnie-Jeanne MacDonald, an actuary and retirement policy expert at Canada's National Institute on Aging, claims that a non-guaranteed lifetime income tool could generate more income than any annuities. Tontines,...

Published February 23, 2022

‘Creeping inflation’ could hurt life insurers: AM Best

By Kerry Pechter Thu, Feb 17, 2022

'Inflation could increase skepticism of a potential customer’s ability to afford life and annuity products, especially in the middle market,” said an AM Best analyst.

Published February 17, 2022

RIAs, 401(k)s, and Annuities: Is This the Future?

By Kerry Pechter

Managed accounts are one way to build annuities into 401(k) plans. Morningstar is bundling Hueler Income Solutions into its managed accounts, giving participants an easy path to an income...

Published February 17, 2022

Origins of the ‘Bermuda Triangle’ Strategy

By Kerry Pechter Thu, Feb 10, 2022

This month's Roundup includes research on regulatory arbitrage by US life insurers; how income and wealth affect longevity; the intersection of pensions, trade and immigration; using home equity to...

Published February 10, 2022

Confessions of an MMT Groupie

By Kerry Pechter

Systems of paper money or “fiat money” have always been, and remain, as problematic as they are powerful. I can’t speak for MMT economists, but I don’t think that...

Published February 3, 2022

A New Alt-Asset Manager Enters the ‘Bermuda Triangle’

By Kerry Pechter Thu, Feb 3, 2022

Since mid-2021, Sixth Street Partners has done reinsurance and investment deals with Lincoln Financial, Allianz Life and Principal Financial. The asset manager and its affiliates now manage $111 billion...

Published February 3, 2022

Energize a SPIA with Equities: Cannex

By Kerry Pechter Tue, Feb 1, 2022

A new Cannex white paper shows how a single-premium immediate annuity (SPIA) combined with a strong equity allocation can make savings last longer in retirement and still provide a...

Published February 3, 2022

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