Target marketers, the word "retirement" is a buzzkill. That's what sociologists at research startup MotivIndex concluded after studying Facebook threads, Instagram feeds, and LinkedIn posts.
In this month's Research Roundup, RIJ shares four recent academic papers on the proliferation of ETFs, the danger (or not) of national debt, rational inflation expectations, and the impact of recent changes in RMD rules.
Laura Prieskorn (left) and Marcia Wadsten are the new CEO and CFO of Jackson National Life. The leading seller of variable annuities in the US is in the process of demerging from its long-time British owner, Prudential plc.
Economists typically use the 'aged dependency ratio' to show the burden of the Social Security program on workers. But the 'total dependency ratio' might be more informative. (Photo by Johann Walter Bantz.)
“We approached the design challenge as if the only interface we had was the mobile phone, and then we worked back to design the other channels,” said Ed Moslander, head of TIAA institutional relationship management.
People ages 70 to 95 who are about to enter care can receive monthly payments that are 20% to 50% higher than payments from a comparable conventional life-contingent single premium immediate annuity, according to Genworth's Kristi McGivern.
Withholdings fell 0.2% year-over-year in real terms in the past four weeks ended Thursday, February 18, TrimTabs found. This decline compares with growth of 2.0% year-over-year in December and 3.0% year-over-year in January.