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.

Private pension funding level rises 18 points in 2013

By Kerry Pechter Thu, Jan 9, 2014

Public defined plans, endowments and foundations benefited in December from the equity rally as well as their holdings in private equity, according to BNY Mellon’s Investment Strategy & Solutions...

Published January 9, 2014

Equity funds gain record $352bn; bond funds lose record $86bn

By Kerry Pechter

“The Fed finally succeeded last year in its long-running campaign to coax fund investors to speculate. The ‘great rotation’ that some market strategists long anticipated is under way,” said...

Published January 9, 2014

The latest 401(k) stats from EBRI

By Kerry Pechter

At year-end 2012, 15% of the assets in the EBRI/ICI 401(k) database were invested in target-date funds and 41% of 401(k) participants in the database held target-date funds.

Published January 9, 2014

RetiremEntrepreneur: Borden Ayers

By Kerry Pechter

Borden Ayers is creator of the Retirement Management Executive Forum, a unit of Diversified Services Group in Philadelphia. The RMEF hosts meetings where executives from 33 select retirement companies...

Published January 9, 2014

Probing the Minds of Advisers

By Kerry Pechter Wed, Jan 8, 2014

Manufacturers trying to build retirement income solutions for advisers face the fact that advisers vary widely in their approaches to retirement planning, says Howard Schneider of Practical Perspectives, which...

Published January 9, 2014

The Principal to deregister as an S&L

By Kerry Pechter Fri, Jan 3, 2014

During the deregistration process, Principal Bank narrowed its activities to those of a limited purpose trust savings bank.

Published January 2, 2014

Prudential in Malaysian joint-venture

By Kerry Pechter

A new subsidiary of Prudential will hold 70% of the shares of Uni.Asia Life Assurance Berhad.

Published January 2, 2014

Bowl games feature new Northwestern Mutual “Columns” ad

By Kerry Pechter

The series includes six 30-second spots that will air during the Rose Bowl, Fiesta Bowl, Orange Bowl and BCS Championship game.

Published January 2, 2014

For those 65+, work and wealth are linked

By Kerry Pechter

The largest single source of income for Americans ages 65 and over, as a group, is earned income, according to a study by AARP based on recent U.S. Census...

Published January 2, 2014

FINRA Talks a Good Game, Part II

By Kerry Pechter

FINRA Regulatory Notice 13-45, on the heels of the FINRA Conflict of Interest report, may be its way of telling the DoL that FINRA can make the suitability standard...

Published January 2, 2014

A Liquidity Option for DIAs?

By Kerry Pechter Thu, Jan 2, 2014

The desirability and feasibility of allowing owners of deferred income annuities to convert income streams to lump sums was discussed at the American Law Institute's Continuing Legal Education Conference...

Published January 2, 2014

A Guide that Perplexes

By Kerry Pechter

“An annuity is a contract with an insurance company.” Sadly, many texts about annuities begin this way. You might as well describe marriage to teenagers as “a legal contract...

Published January 2, 2014

Stocks poised to keep rising in 2014: Fidelity

By Kerry Pechter Thu, Dec 26, 2013

With foreign sales producing about 40% of the revenues of large U.S. manufacturing companies, Fidelity said, rapid economic growth in emerging markets and economic stability in China and Europe...

Published December 26, 2013

Allocations to TDFs continue to climb: EBRI and ICI

By Kerry Pechter

Nearly 54% of the account balances of recently hired participants in their 20s was invested in balanced funds, including TDFs, compared with about 7% in 1998, according to a...

Published December 26, 2013

Nobelist Sharpe makes retirement income planning software available

By Kerry Pechter

The free software will gradually become available through Bill Sharpe's blog, Retirementincomescenarios, and through the website, scratch.mit.edu.

Published December 26, 2013

Inflation-Proof Retirement Income

By Kerry Pechter Wed, Dec 25, 2013

American College professor Wade Pfau shows how to build a ladder of Treasury Inflation-Protected Securities for retirement income. At current prices, a 30-year ladder that would generate $50,000 a...

Published December 26, 2013

Seven Wishes for the Year Ahead

By Kerry Pechter

What will happen in the retirement industry in 2014? Beats me. I can only share a few of the things I hope might happen.

Published December 26, 2013

Comment: Goodbye, Mature Market Institute

By Kerry Pechter Tue, Dec 24, 2013

Last spring, MetLife pulled the plug on its popular, respected thought-leadership unit after a 15-year run. Did the decision signify a loss of faith in the Boomer retirement opportunity?

Published December 26, 2013

A Crash in Late 2014?

By Kerry Pechter

"We can guess at a market peak sometime between Sept. 2014 and June 2015, at a level much higher than the current one. We can, however, be pretty sure...

Published December 26, 2013

IRI publishes a look back at 2013 and look forward to 2014

By Kerry Pechter Thu, Dec 19, 2013

In a linguistic gesture that may dismay some fund companies, the report refers to “volatility funds" when describing managed-volatility funds.

Published December 19, 2013

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