Anatomy of a Success: Elite Access

Jackson National Life's Elite Access variable annuity zoomed from zero to a $1 billion in quarterly sales in less than two years. Using the craze for 'liquid alts' as a hook, it revived the concept of the "investment-only" VA and sparked the creation of a whole new category.

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

Consider the Alternatives!

Liquid alts are the hottest topic in mutual funds. Some have suggested that they can solve sequence risk and temper longevity risk in retirement portfolios. To demystify this topic, RIJ called Keith Black, a Certified Alternative Investment Analyst.

Man Bites Vanguard

A whistleblower's suit accusing Vanguard of transfer pricing and tax evasion reminded me of the time I asked, 'What does Vanguard do with its own money?'
News

IMCA magazine focuses on alts

The current issue of 'Investments and Wealth Monitor' includes eight articles about alternative investments, including such strategies and assets as global infrastructure, master limited partnerships and managed futures, among others.

Retirement Income Journal Takes A Vacation

During August, Retirement Income Journal will be published in abbreviated form. We're allocating much of our time this month to improving the website experience and making new information resources available to subscribers. In September, we'll return to our full complement of news, features and analysis.