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June 21, 2018

Adding a ‘Retirement Tier’ to 401(k)s

By Kerry Pechter

Drew Carrington, who markets Franklin Templeton funds through jumbo 401(k) plans, believes that plans should include a “retirement tier” reserved for participants who are nearing retirement. His payout funds would fit nicely into that space.  

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How Much Retooling Does the 401(k) Need?

By Kerry Pechter

At the ERISA Advisory Council's meeting this week and at an EBRI webinar, proposals to inject lifetime income elements into 401(k) plans were debated and evaluated.

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Merrill Lynch may bring back commissions on sales to IRA clients

The firm has launched a 60-day review of its individual retirement account policies and will consider keeping, relaxing or rolling them back, a source told Reuters.

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The Journal of Retirement’s spring issue

The issue contains articles by retirement gurus David Blanchett, Alicia Munnell, and John Turner, plus a review by Sandy Mackenzie of Jack Bogle's latest book.

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The Anatomy of Global Debt

By Howard Davies

Global debt has hit a new high of 225% of world GDP. So, as the IMF’s new Global Debt Database shows, there has been no deleveraging at all at the global level since the 2007-2008 financial crisis.

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Outflows from global equity funds continues: TrimTabs

Despite the harsh rhetoric about China from President Trump, China-focused equity funds are on track for their sixteenth consecutive monthly inflow.

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Honorable Mention

Brief or late-breaking items from Nationwide, the Center for Retirement Research at Boston College, Prudential Financial, Charles Schwab and Milliman.

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