Science, Business, or Something In-Between?

In the retirement income field, research ranges from almost “pure” science to borderline business promotion. It's not always easy to identify the boundary between the two.

‘Smart,’ from UK, Enters the US PEP Market

'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.

Research Roundup

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.

‘iTDFs’ Smooth the Bumps of Retirement Income

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.
News

Derivatives lift MetLife in Q4 2011

MetLife reported derivative net gains of $351 million, after tax, which were largely due to declines in interest rates and gains in the company’s variable annuity hedging program.

The Bucket

Brief or late-breaking items from Capital One, ING Direct, New York Life, Guardian Life, LPL Financial, AXA Advisors, Envestnet, T. Rowe Price and Towers Watson.

It’s Conference Season

The approach of spring brings Grapefruit League baseball, income tax forms and a new parade of retirement industry-related conferences. We've updated our Events calendar just in time for the new season.

Markets Yet to Discount the Discounts

The author of "The Seven Deadly Innocent Frauds" and blogger at moslereconomics.com brainstorms about how the showdown over Greek debt might play out.