Plan Sponsor Group Joins Hueler SPIA Platform

The deal will allow the 1,200 members of the Profit-Sharing Council of America to give their six million plan participants access to a no-load, multi-issuer SPIA platform. (Photo of Kelli Hueler by David Lubarsky).

How Debt Affects Retirement

“Remaking Retirement? Debt in an Aging Economy," was the theme of the 65th annual symposium of the Wharton School's Pension Research Council, held last week in Philadelphia. (Photo: Kitchen and retirement makeovers sometimes occur in tandem.)
Anecdotal Evidence

It’s No Joke: The Fed’s Comic Book is Wrong

The educational comic book from the New York Fed means well but perpetuates the myth that money was created in the private sector to facilitate barter and enabled commerce to flourish. History shows otherwise.
Anecdotal Evidence

Annuities that Pay Cash Back Rewards

Gainbridge, a insur-tech startup, aims to sell fixed deferred and period certain income annuities online. Its sister company, Relay, uses annuities to fund cash back rewards cards. Both firms are part of Group1001 (formerly Delaware Life Holdings).
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Anecdotal Evidence

Have Investment Managers Earned Their Fees?

To help readers evaluate their own investment managers, our guest columnist offers a summary of the first quarter's equity returns by style, sector, and country.
Anecdotal Evidence

One Reason the Crisis Got So Bad

Banks needed to reserve 4% for mortgage loans, but only 1.60% for mortgage-backed securities issued by Fannie Mae or Freddie Mac. So banks loaded up on MBSs. A second excerpt from the newly-published "Guaranteed to Fail" (Princeton University Press, 2011).
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Retirement confidence low, survey shows

The percentage of workers not at all confident about having enough money for a comfortable retirement has grown to 27%, the highest level measured in the 21 years of the Retirement Confidence Survey.
Anecdotal Evidence

Republican budget manifesto released

The top individual and corporate tax rate would drop to 25% from 35% under the "Path to Prosperity" proposal written by House budget committee chairman Paul Ryan (R-WI).
Anecdotal Evidence

The Bucket

Brief or late-breaking items from AXA Equitable, Lincoln Financial Group, Bankers Life, FundQuest, Principal Financial and Securian.