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.

How to Choose an Annuity Issuer

Shopping for an annuity, like shopping for a car, involves questions about the manufacturer of the product. Do their products perform as expected? Will service quality be high? Are they likely to stay in business? We show you where to look for answers.

Time to Put Benjamins Back in the Sock Drawer?

At the LIMRA annual conference in Boston earlier this week, MIT economist James Poterba described how low interest rates make saving for retirement more of a challenge.

Pitching Income Annuities on Greed

Speakers Wade Pfau and Curtis Cloke showed planners at the Financial Planning Association's 2019 conference in Minneapolis that income annuities can provide growth as well as protection.
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.