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' 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.
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.
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.
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.
DB plan providers and plan sponsors in Europe say that higher capital requirements wouldn't make their plans safer, but would force them closer to insolvency.
There are some 26 million households led by people ages 55 to 69, with an average of $181,000 in retirement assets per household.
EBRI suggests that retirement savings-related tax breaks are tempting targets for an administration in search of stimulus money.
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.
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.
The author of "The Seven Deadly Innocent Frauds" and blogger at moslereconomics.com brainstorms about how the showdown over Greek debt might play out.