How To Market to Advisors

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 of Practical Perspectives.

New Research on 401K Plans, from Top Researchers

Boston College, DCIIA and Morningstar provide new research on Britain's 'NEST' experience with auto-enrollment, custom TDFs and why replacing bad 401k investment options is a good idea.

Tell Us What You Really Think

At the LIMRA-Society of Actuaries Retirement Industry Conference in Baltimore last week, Scott Stolz from Raymond James, Greg Jaeck from Edward Jones and Jarrod Fisher from Simplicity Financial Distributors delivered frank opinions about annuities and annuity issuers.

Why Indexed Annuity Sales Are So Strong

Many factors are driving the increase in indexed annuity sales: More manufacturers, better products, more distributors, competitive commissions, aging boomers, and relaxed regulation. But does the bubble contain the seeds of its own deflation?
Featured

What Advisors Say About Wholesalers, Etc.

"Keep the golf balls, umbrellas, coffee mugs, etc., and provide as much info, training and current ideas as possible." That's one advisor's anonymous comment about annuity wholesalers in the recent survey by Howard Schneider (left) and Dennis Gallant.

“The Ultimate Ponzi Scheme”

In the third of three excerpts from "Guaranteed to Fail," the authors explain how off-budget housing guarantees through Fannie Mae and Freddie Mac have enabled a succession of presidents to encourage ever-larger short-term consumption and spending.

America Isn’t a Corporation

Congressman Paul Ryan's approach to the budget makes sense only if you think America should function like a corporation and that Medicare payments are income for beneficiaries. Nix to both ideas.
News

The Bucket

Brief or late-breaking items from Prudential Investments, Putnam Investments, New York Life, and PulteGroup, the homebuilder.

Aspen Institute to host retirement discussion

The 90-minute roundtable will be held at noon, Friday, April 15, in Washington, D.C, and will feature Mark Iwry of the Treasury Department of Michael Davis of the Labor Department.