Letterman, look out. Retirement Income Journal offers its own list of the year's highlights in the retirement income industry (or in one person's small corner of it).
This year I'm claiming the Social Security benefits that I've earned on my own work record. I'm old enough now to be truly thankful for Social Security, whose future is precisely as certain, as fair, and as bountiful as we decide it will be.
'Insurance Solutions' groups use private assets to boost the returns of life/annuity company investment portfolios. RIJ talks with Todd Fonner of Investcorp Insurance Solutions about this trend.
American Equity Investment Life’s ‘AEL 2.0’ strategy is designed to help it thrive even in a low yield environment. Allocating up to 40% of its money to ‘private assets’ is key to the fixed annuity specialist's plan.
Here’s one observer's somewhat disappointed reaction to the special section on Retirement Income Planning in the December 2010 issue of the Journal of Financial Planning.
Which caused the financial crisis? A minority report from the Financial Crisis Inquiry Commission and a forthcoming book from economists at NYU try to explain.
A new white paper from Wolters Kluwer Law & Business details the elements of the law.
The payroll tax holiday alone is estimated to inject $120 billion into the economy in 2011.
Plan sponsors are required to provide participants with information about all of their plans’ investment options in a single chart or similar format, said SPARK general counsel Larry Goldbrum.
After Iowa advisor Curtis Cloke wrote to RIJ about our article, “Singing from the Fee-Only Song Book” (November 17, 2010), advisor Glenn Daily commented on Cloke’s letter. Cloke sent this letter in rebuttal of Daily's comment.
The move follows concern that the long running bull market in bonds is in bubble territory and that inflation and economic growth will damage future returns, according to a report in IPE.com.
Late-breaking items from AXA Equitable, Lincoln Financial, MFS, Transamerica, Aon Hewitt, Principal Financial, Ernst & Young and more...