What were the most significant decumulation research papers published last year? These ten articles can certainly claim to be among them.
'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.
Professionals from across the retirement income industry express their views of the DoL/Treasury announcement last week on fee disclosure and annuities.
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.
“The biggest dynamic is simply the lack of supply in fixed income,” a BlackRock executive said. “We are seeing something we have not seen for at least 25 years.”
Under the current system, many new retirees from employer-sponsored plans fail to shop around for the best income annuity.
The nation's largest mutual insurer said Guaranteed Future Income is the “fastest growing annuity product solution in the company’s history.”
Capital One said it would remain a “traditional bank” and hold just 1.5% of total U.S. deposits if the deal goes through.
A Hearts & Wallets study found that women tend to own fewer types of investment products than men, and have higher allocations to bank products.
Brief or late-breaking items from the Retirement Income Industry Association, the Defined Contribution Institutional Investors Association, Lincoln Financial, and Prudential Retirement.