In Target-Date Space, It’s Vanguard, Et Alia

Vanguard’s domination of TDF flows in recent years has paralleled its domination of overall mutual funds flows. Competitors search for ways to be different, but not too different.

Examining the Indices in Index-Linked Annuities

A mountain biker needs 18 or 21 gears to smooth a path over rocks and through arroyos. Index-linked annuities now collectively offer some 140 index choices. Hybrid indices can theoretically smooth an investor’s path through rocky markets--but they're complicated.

The Point of Indexing (in Annuities)

Every June, RIJ focuses on indexed annuities. Last year, we studied options in indexed annuities. This year we consider the indexes themselves, especially 'hybrid' and 'volatility-controlled' indexes. Bryan Anderson, Don Dady and David Lau weighed in.

The Irony of Inflation Forecasting (Research Roundup)

In this month's roundup, we learn that CEOs pay little attention to inflation. We also find out why retirees keep saving, why "centaurs" pick stocks so well, which financial biases keep people poor, and how working longer affects male mortality.
Featured

The Fight over Symbols Prevents Real Reform

With health, immigration, trade, and tax policy, the need for real improvements takes a backseat to counterproductive fights over political symbolism, writes our guest columnist, an economist and former Treasury official now at the Urban Institute.

Today at the Retirement Industry Conference

The consensus here at the LIMRA Secure Retirement Institute/SOA Retirement Industry Conference is that the fiduciary rule is here to stay. But industry executives hope that it will be tweaked to remove the right-to-private-action, which opens firms to class action lawsuits.
News

Center for Retirement Research gets political

The humble IRA is at the center of the two biggest retirement-related controversies in Washington, D.C. today: the fiduciary rule and the exemption from ERISA for state-sponsored auto-IRAs.

Honorable Mention

Brief or late-breaking items from Allianz, Great American Insurance Group and the Hueler Companies.