A financial planner compares and contrasts three ways to create monthly income for life from a typical reverse mortgage.
'Smart' is the recently-launched American branch of a British fintech with expertise in a kind of retirement savings plan that's called a 'master trust' in the UK and a 'pooled employer plan' or PEP in the US. RIJ interviewed two of its top executives.
Almost every controversial subject in the US today--from Fed policy to machine learning to immigration--contains an element or theme related to retirement policy. The articles reviewed in this month's Research Roundup are proof of that.
A former chief actuary of Denmark seeks a US target date fund company that might use his technology, the 'iTDF,' to create a seamless transition from pre-retirement savings to safe income during the first 20 years of retirement.
Collective trust funds and target date funds are ‘made for each other,’ one analyst said. But will CTF-TDF hybrids create the same false sense of security among 401(k) participants that TDF mutual funds have?
The New School economist and 401(k) critic reveals that her notoriety is, in part, the result of a misunderstanding that went viral--with help from Rush Limbaugh.
If it's true that retired couples will need $350,000 on average to cover costs not covered by Medicare, Health Savings Accounts won't be large enough to do the job, says the benefits research organization.
The insurer won't focus on VAs as much as in the past. It expects total annuity sales of $5 billion in 2012, or less than half its individual annuity sales in 2008.
Age-related spending in the Czech Republic will be 23.4% of GDP by 2060, according to European Commission data.
More than eight in 10 Americans polled said they would use their tax refunds to pay down debt, save or invest, or spend on everyday necessities.
H.R. 4682 would create an account with $500 per year for all children at birth, with a supplement of up to $500 and matching contributions of up to $500 each year for children in families with incomes below the national median.
TIAA-CREF’s TC Listens website is an innovative new medium for obtaining client feedback online.