Roll Over, Rollovers: ‘Roll-Ins’ Have Arrived

Retirement Clearinghouse (formerly RolloverSystems) CEO Spencer Williams wants people to consolidate (roll in) their retirement accounts in their current 401(k)s. It would mean fewer ‘stranded’ retirement accounts and less ‘leakage,’ he claims.

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?

Lessons from a Living (DC) Experiment

Israel has found that even a mandatory defined contribution system can’t resolve all of the behavioral, economic, or administrative issues that prevent low-income and minority workers from saving for retirement. (Photo: Mahane Yehuda market in Jerusalem.)
Featured

I Survived the Frontline Broadcast

The expose's whole approach implied, sadly, that even after three decades of exposure to and participation in 401(k) programs, most Americans are still in the dark about them.
News

Treasury yields will lift at year-end: BNY Mellon

When Treasury yields begin to rise, the increase is likely to be gradual, resembling the rise in 2004 rather than the sudden increase which occurred in 1994, BNY Mellon's Standish fixed income unit believes.

The Bucket

Brief or late-breaking items from or about Goldman Sachs, Transamerica Retirement Services, Lincoln Financial Network, Fidelity Investments, and BNY Mellon.