A New Cylinder for Financial Engines
Income+, a process-driven, product-neutral income program for 401(k) managed account clients, could alter the competitive landscape of the retirement industry.
A Death in the Family, Part II
Forget "death panels." Loving, decisive words from a doctor helped this dying pianist decide to let go of her life. The conclusion of a two-part story.
A Death in the Family, Part I
For the very old and their families, preservation of life often competes with preservation of finances. Here's how one California family coped with an elderly mother's death. (The first of two parts.)
Genworth Exits the VA Race
“They’re editing their lineup,” said Eric Berg, an analyst at Barclays Capital. “They’re getting out of the businesses where they lack meaningful size." (Above, Genworth CEO Mike Fraizer.)
Featured
A Closer Look at “Income+”
Financial Engines CIO Chris Jones answers questions about his firm’s new in-plan income program.
News
Fidelity to help participants move to income stage
Among other things, the Fidelity Income Strategy Evaluator illustrates the trade-offs of a variety of income-generating portfolios, which may include stocks, bonds, cash and/or annuities.
GuidedChoice rolls out its participant income roadmap
"GuidedSpending was designed to replace the overly simplistic ‘4% rule’ approach long used by financial planners," said GuidedChoice in a release.
JP Morgan Hedges U.K. Workers’ Longevity Risk
If the life expectancy of its pensioners improves at a greater rate than specified in the contract, the Pall UK Pension Fund receives an insurance payout from JP Morgan.
“Impatience” helps explain failure to save, researchers say
When it comes to saving for retirement, the ability to delay gratification seems to matter as much or more than the ability to understand investment concepts.
Gimme Shelter
The autobiography of Rolling Stones guitarist Keith Richards and the report of the Financial Crisis Inquiry Commission have a few things in common.
