The Gospel of Matthew Hutcheson

The 40-year-old leader of the “independent fiduciary movement” is passionate about making retirement plans more responsive to the needs of participants.

Time to Put Benjamins Back in the Sock Drawer?

At the LIMRA annual conference in Boston earlier this week, MIT economist James Poterba described how low interest rates make saving for retirement more of a challenge.

Pitching Income Annuities on Greed

Speakers Wade Pfau and Curtis Cloke showed planners at the Financial Planning Association's 2019 conference in Minneapolis that income annuities can provide growth as well as protection.

Research Roundup

Recent research offers new insights into financial decision-making, the decision to work after retirement, and reveals surprising links between aging and interest rates, the rise of the service economy, and the 'shadow banking' phenomenon.
Featured

Independent Fiduciaries to the Rescue

With his National Retirement Security Plan, independent fiduciary Matthew Hutcheson hopes to bring lower fees, better management to small and micro retirement plans.
News

To Offset Potential S.S. Cuts, Save 10 Percent More

A hypothetical 45-year-old couple should save an extra $90,000 before they retire. At age 55, the same couple year-old should begin saving an extra $82,900, suggests economist Laurence Kotlikoff.