The Best Retirement Research of 2011

What were the most significant decumulation research papers published last year? These ten articles can certainly claim to be among them.

‘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.
Featured

Vocal reactions to the New 401(k) Rules

Professionals from across the retirement income industry express their views of the DoL/Treasury announcement last week on fee disclosure and annuities.

An Interview with David Wray

Don't expect participants to revolt when they see how high their 401k fees are, and don't expect 12b-1 fees to disappear, said the president of the PSCA. But the problem of 'fee bracket creep' should be fixed by new federal rules.
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The Bucket

Brief or late-breaking items from the Retirement Income Industry Association, the Defined Contribution Institutional Investors Association, Lincoln Financial, and Prudential Retirement.