A Reference Work Built for You

The Society of Actuaries' recent book (available here in pdf form) puts the reader at the center of a web of hundreds of articles, research studies, other resources relevant to the risks and opportunities of Boomer retirement.

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

How to Demonstrate the Value of an Income Annuity

In this edited version of a monthly bulletin from the Qwema Group, Moshe Milevsky (left) and Simon Dabrowski show advisors how to demonstrate the value of an income annuity to their clients.

East and West Approach Retirement from Opposite Directions

Starting from a level of great wealth, North Americans and Europeans feel a sense of decline, while Asians, starting from a level of deep poverty, feel a sense of upward mobility and optimism, according to a recent global survey by HSBC.
News

Many elderly carry mortgages

About a third of the 65-and-older households that owned a home in 2009 had a mortgage, according to the Census Bureau’s American Housing Survey.

Many factors point to a longer average working life

The average retirement age for men, which was 65 in 1962, fell to about 62 between 1985 and 1995 but has since risen to 64, according to a new paper from the Center for Retirement Research at Boston College.

The Bucket

Brief and late-breaking items from ING, Strategic Insight, TrimTabs, Great-West Retirement Services, Brinker Capital, Frontline Compliance LLC, and John Hancock Retirement Plan Services.