Kerry Pechter, Author at Retirement Income Journal - Page 45 of 60

March 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.

Czechmate: New government will end auto-enrolled DC plan

By Kerry Pechter Wed, Dec 18, 2013

The Czech experiment with a voluntary, auto-enrolled national defined contribution plan (a "second pillar" plan to supplement the primary pay-as-you-go plan) will end. Balances will be rolled into the...

Published December 19, 2013

RetiremEntrepreneur: Robert Klein

By Kerry Pechter

West Coast CFP, CPA and RICP Robert Klein has jumped on the retirement bandwagon, recasting his business as the Retirement Income Center, becoming a MarketWatch RetireMentor and putting fixed...

Published December 19, 2013

What Fools These Mortals Be

By Kerry Pechter

E*Trade, TD Ameritrade and Merrill Edge all dangle a $600 signing bonus to people who open new brokerage accounts with cash--lots and lots of cash, it turns out.

Published December 19, 2013

Is There a Retirement Crisis or Not?

By Kerry Pechter

Two recent reports from different organizations paint very different portraits of retirement readiness in the U.S.

Published December 19, 2013

Everybody wants to be a wealth manager

By Kerry Pechter Thu, Dec 12, 2013

"Advisers are more likely to set an asset minimum (43%) than to have a definition of their ideal client," according to results of a survey by the Financial Planning...

Published December 12, 2013

Great-West Financial launches low-cost VA with income rider

By Kerry Pechter

The contract has two sleeves, one for investment and the other for income. Only money designated for the income sleeve is subject to the lifetime income benefit rider, a...

Published December 12, 2013

So far, fee disclosure hasn’t moved the fee-awareness dial

By Kerry Pechter

Fee disclosure regulations that were established in 2012 brought greater transparency to the retirement industry. But LIMRA finds they’ve had little effect.

Published December 12, 2013

“Empathy for Geeks”

By Kerry Pechter

Annuity product manager and actuary Lance Poole of Protective Life gives a "TED talk" in which he explains how even actuaries can learn empathy with customers and demonstrates that...

Published December 12, 2013

Deconstructing Warren

By Kerry Pechter

In new research, three quants from AQR Capital Management have tried to explain exactly why Warren Buffett has been so successful. They neglect to mention that he made the...

Published December 12, 2013

Nationwide Ties New VA Income Rider to Managed-Vol Funds

By Kerry Pechter

For its deferral bonus, the "Income Capture" GLWB offers a simple interest rate credit of 3% plus the nominal rate of the monthly 10-year Treasury constant maturity (currently 2.86%).

Published December 12, 2013

The Ghost of VA Contracts Past

By Kerry Pechter

Insurers and asset managers love managed-vol funds and VA portfolios, whose sales are climbing. But in a low-vol bull market, advisors wonder about their value.

Published December 12, 2013

Unions balk at proposal to cut Illinois pension benefits

By Kerry Pechter Fri, Dec 6, 2013

Chicago's glittering downtown may be stunning, but the Illinois state pension system is underfunded by an estimated $100 billion and the state has the worst credit rating in the...

Published December 5, 2013

Colorado “trader” charged with duping retirees in $4 million Ponzi scheme

By Kerry Pechter

Gary Snisky is charged with telling elderly investors that he would invest their money in government-backed agency bonds. Instead, he used $2.8 million of investor funds to pay his...

Published December 5, 2013

Managed-vol funds added to JeffNat’s Monument Advisor VA

By Kerry Pechter

The new managed-vol funds include three from American Funds that use the Milliman risk management technique, along with the Federated Managed Tail Risk Fund II and the Goldman Sachs...

Published December 5, 2013

Aegon reduces longevity risk exposure in Netherlands

By Kerry Pechter

The risk is assumed by third-party investors and reinsurers, including SCOR, a €32.6 billion reinsurer operating in 31 countries.

Published December 5, 2013

Five fat years may be followed by five lean ones: T. Rowe Price

By Kerry Pechter

“The U.S. bull market is aging,” said Bill Stromberg, T. Rowe Price’s head of equity. “International investments, especially in emerging markets, represent the best long-term value from here in...

Published December 5, 2013

PacLife launches fixed annuity with GLWB and roll-up

By Kerry Pechter

The product, which may be unprecedented, merges the most popular annuity options with the most basic annuity chassis. It’s a little like opting for heated leather seats, turbo and...

Published December 5, 2013

RetiremEntrepreneur: Lou Harvey

By Kerry Pechter Wed, Dec 4, 2013

Louis S. Harvey is president and CEO of Dalbar, Inc., a Boston-based research firm that performs a variety of evaluations and quality ratings of financial services practices and communications.

Published December 5, 2013

Four Fallacies of the Second Great Depression

By Kerry Pechter Thu, Nov 28, 2013

The statement, 'The more the government borrows, the more it has to pay for its borrowing,' is sometimes true and sometimes false, writes this economist and author.

Published November 28, 2013

Use These Maps to Find Boomer Wealth

By Kerry Pechter

Recent surveys of plan participants and IRA owners from Cerulli Associates and the Investment Company Institute shed light on a pivotal question: Which type of account will most Boomers...

Published November 28, 2013

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