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.

At Your Service: Courting the Affluent Tennis Fan

By Kerry Pechter Tue, Jun 7, 2011

Prudential Financial, Raymond James, ING, Fidelity Investments and E*Trade all advertised during the French Open final between Rafael Nadal (above) and Roger Federer on NBC TV last Sunday--all vying...

Published June 8, 2011

Who’s Afraid of the Big Bad Debt?

By Kerry Pechter Tue, May 31, 2011

Not Warren Mosler, bond trader, racecar dabbler, Senatorial candidate and recent author of “The Seven Deadly Innocent Frauds.”

Published June 1, 2011

How to End ‘Annuicide’

By Kerry Pechter Tue, May 24, 2011

Compensation-wise, income annuities can backfire for many advisors. An industry committee wants to solve the problem, but it’s not easy.

Published May 25, 2011

MassMutual Rediscovers the Immediate Annuity

By Kerry Pechter Wed, May 18, 2011

A few years ago, MassMutual mothballed Jerry Golden’s SPIA tool for advisors. Now, post-crisis, the company has re-embraced SPIAs, and sales are up.

Published May 18, 2011

Channel Surfing for Low-Cost SPIAs

By Kerry Pechter Tue, May 10, 2011

Where can you find lowest SPIA prices on the web? RIJ compared prices at Immediateannuites, Income Solutions, Fidelity and (as a benchmark) Cannex. And the winner was...

Published May 11, 2011

A $100 Billion Market for SPIAs?

By Kerry Pechter Tue, May 3, 2011

Income annuities aren't a good product fit for every insurance company. But for New York Life, a mutual company with tons of reserves and a big book of life...

Published May 4, 2011

Understanding the Black Investor

By Kerry Pechter Tue, Apr 26, 2011

African Americans in general have fewer assets, less faith in Wall Street and less appetite for risk than whites, but their need for financial guidance is arguably that much...

Published April 27, 2011

How To Market to Advisors

By Kerry Pechter Sun, Apr 10, 2011

Here's a smarter way for retirement income product manufacturers to segment and sell into the advisor market, according to survey analysts Howard Schneider of GDC Research and Dennis Gallant...

Published April 13, 2011

Plan Sponsor Group Joins Hueler SPIA Platform

By Kerry Pechter Wed, Apr 6, 2011

The deal will allow the 1,200 members of the Profit-Sharing Council of America to give their six million plan participants access to a no-load, multi-issuer SPIA platform. (Photo of...

Published April 6, 2011

RIIA ‘Gets’ Open Architecture

By Kerry Pechter Wed, Mar 23, 2011

Few organizations seem to understand the ascendancy of "open architecture" better than the Retirement Income Industry Association, whose mantra is "the view across the silos." Here's a report on...

Published March 24, 2011

Take the ‘Gauss’ Work Out of Saving

By Kerry Pechter Tue, Mar 15, 2011

Using "non-Gaussian" analysis, Jim Otar has created a benchmark for evaluating retirement savings vehicles--and discovered that cautious savers might want to hold fewer equities.

Published March 16, 2011

Morningstar’s ‘Secret Sauce’

By Kerry Pechter Tue, Mar 8, 2011

Speaking at the 2011 Morningstar/Ibbotson Conference in Orlando, Roger Ibbotson (above) described low-liquidity as a largely unrecognized source of alpha in stocks and mutual funds.

Published March 9, 2011

Wedding Bells for TIPS and ALDA

By Kerry Pechter Wed, Mar 2, 2011

Together, PIMCO's TIPS-based managed payout funds and MetLife's longevity insurance mitigate two big retirement risks: inflation risk and the risk of outliving one’s savings.

Published March 2, 2011

LPL Taps Five Insurers for New VA Platform

By Kerry Pechter Wed, Feb 23, 2011

Advisors who use LPL Financial’s new Fee-Based Variable Annuity platform can manage VA subaccounts just like mutual funds. (Photo at LPL’s San Diego office.)

Published February 23, 2011

A Guide for the Perplexed Participant

By Kerry Pechter Wed, Feb 16, 2011

GuidedChoice is the latest 401(k) advice provider to announce a platform that helps participants turn their savings into income—with or without a rollover to an IRA. (Above: CEO Sherrie...

Published February 16, 2011

The New ‘Big O’?

By Kerry Pechter Wed, Feb 9, 2011

The revelation of a novel share class of variable annuities--its working title is "O" shares--was perhaps the most interesting piece of news that emerged from the IRI Marketing conference...

Published February 9, 2011

A New Cylinder for Financial Engines

By Kerry Pechter Wed, Feb 2, 2011

Income+, a process-driven, product-neutral income program for 401(k) managed account clients, could alter the competitive landscape of the retirement industry.

Published February 2, 2011

A Death in the Family, Part II

By Kerry Pechter Tue, Jan 25, 2011

Forget "death panels." Loving, decisive words from a doctor helped this dying pianist decide to let go of her life. The conclusion of a two-part story.

Published January 26, 2011

A Death in the Family, Part I

By Kerry Pechter Wed, Jan 19, 2011

For the very old and their families, preservation of life often competes with preservation of finances. Here's how one California family coped with an elderly mother's death. (The first...

Published January 19, 2011

Genworth Exits the VA Race

By Kerry Pechter Tue, Jan 11, 2011

“They’re editing their lineup,” said Eric Berg, an analyst at Barclays Capital. “They’re getting out of the businesses where they lack meaningful size." (Above, Genworth CEO Mike Fraizer.)

Published January 12, 2011

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