Kerry Pechter, Author at Retirement Income Journal - Page 42 of 60

January 2025

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 QWeMA Group inks deal with The Principal, launches annuity benchmark

By Kerry Pechter Wed, Feb 5, 2014

Principal Financial has licensed the same RIS tool that ManuLife, John Hancock and Pacific Life have also licensed from Moshe Milevsky's QWeMA Group, which he sold to CANNEX last...

Published February 6, 2014

Schwab introduces all-ETF 401(k) plan

By Kerry Pechter

"The real question is whether there is a significant price difference between index funds and ETFs, and will it matter in the small and mid-size market?" commented Fred Barstein...

Published February 6, 2014

Popular FIA adds new index crediting method

By Kerry Pechter

The new Morgan Stanley Dynamic Allocation Index option on Security Benefit's Secure Income Annuity fixed index annuity offers exposure to a mixture of equity, fixed income and alternative assets...

Published February 6, 2014

MyRA Defies the Equities-First Rule

By Kerry Pechter

Contributions by young workers to President Obama's proposed MyRA accounts go into a government bond fund. Does that policy contradict the conventional wisdom that young people should invest mainly...

Published February 6, 2014

Quote of the Week

By Kerry Pechter Thu, Jan 30, 2014

"We are undoubtedly living with many delusions that we do not even realize"--Nate Silver, in The Signal and the Noise (2012).

Published January 30, 2014

Flight plans and financial plans seem to fly together

By Kerry Pechter

It's reassuring to know that airline pilots like to think ahead, rather than wait for accidents (financial or flight-related) to happen.

Published January 30, 2014

Armenians protest mandatory national DC plan

By Kerry Pechter

Protesters have argued that people should be able to decide what happens to their salaries, and that any supplementary pension payment should be voluntary, IPE.com reported.

Published January 30, 2014

The Bucket

By Kerry Pechter

Brief or late-breaking items from: T. Rowe Price, MassMutual and TD Ameritrade.

Published January 30, 2014

Fidelity tops two lists of ‘top-of-mind’ retirement brands

By Kerry Pechter

In two surveys, Cogent Reports (formerly Cogent Research), a unit of Market Strategies International since last May, asked plan advisors and investors to name the most familiar DC providers...

Published January 30, 2014

Pondering the End of QE

By Kerry Pechter

"After more than five years, QE has arguably entrenched expectations for continued low or even negative real interest rates – acting more like addictive painkillers than powerful antibiotics," writes...

Published January 30, 2014

Beacon sidebar ad

By Kerry Pechter

Published January 30, 2014

Obama Gives ‘Auto-IRA’ a Shout Out—and a New Name

By Kerry Pechter

Mr. Obama has ordered the creation (on a pilot basis) of a "myRA" program, bringing closer to fruition a multi-year effort by liberal policymakers to expand access to workplace...

Published January 30, 2014

“Do you believe in the American Dream?”

By Kerry Pechter Thu, Jan 23, 2014

“American dream” means different things to different people. About 80% of older Boomers consider it to mean home ownership and financial independence, while younger people “focus on developing a...

Published January 23, 2014

The system is working: EBRI

By Kerry Pechter

For many, the achievement of an adequate income replacement rate in retirement may require having 30 years' access to a 401(k) plan and undiminished Social Security benefits, according to...

Published January 23, 2014

Vanguard partners with HelloWallet

By Kerry Pechter

Washington, D.C.-based HelloWallet, provides automated, Internet-mediated financial guidance. Founded and led by 38-year-old political scientist Matt Fellowes, it has financial backing from Morningstar, Inc., TD Fund, Grotech Ventures, and...

Published January 23, 2014

Where do the wealthiest Americans buy their financial services?

By Kerry Pechter

The three biggest types of providers of financial services to the wealthy are the so-called wirehouses, with $2.4 trillion, private client groups, with $1.4 trillion, and state-registered trust companies,...

Published January 23, 2014

Leave Retirement to the Professionals, Actuaries Say

By Kerry Pechter

A new report from the American Academy of Actuaries posits four basic principles that, if followed, it believes will lead to better pension plans and more secure retirements for...

Published January 23, 2014

BlackRock declares itself the retirement leader, hires Bruce Wolfe

By Kerry Pechter

This week, BlackRock has created a combined United States Retirement Group (USRG) to coordinate and grow its sales into the DC and IRA markets. Chip Castille will be CEO...

Published January 23, 2014

A Physician Heals Himself (Financially)

By Kerry Pechter

Baltimore radiologist Dimitri Merine hopes to retire in seven years, at age 63. So he created a do-it-yourself retirement income plan, using systematic withdrawals, dividends, a bond ladder and...

Published January 23, 2014

The Bucket

By Kerry Pechter Thu, Jan 16, 2014

Brief or late-breaking items from Voya Financial (ING U.S.), T. Rowe Price, Towers Watson, Symetra, Sun Life and Northwestern Mutual.

Published January 16, 2014

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