The Trouble with Calculators

A new critical survey of twelve retirement planning calculators shows why they're so frustrating to use.

The Key to Turning On 401(k) Annuities

Micruity, a tech startup with a 30-year-old CEO, says it has the "middleware" that can integrate 401(k) plans and annuity issuers. Will the retirement industry listen?

Wells Fargo’s New Annuity Wagon

Wells Fargo Asset Management's new target-date series of CITs comes with a built-in, optional retirement income strategy: systematic withdrawals plus an annuity starting at age 85.

Unfinished Business

Ernst & Young's Lynn Pettus and Hall Kesmodel show how the regulations governing participant education have shifted over the years, and how the changes in Washington have delayed their resolution.

Wealthy Less Materialistic, Survey Shows

Thirty-five percent of high net worth respondents “believe that my children may be too spoiled by money and have too many material possessions,” up from 22% in 2007.

Life Insurers Face Lean Years: Ernst & Young

Instead of relying on a “back-to-basics” strategy in 2010, insurers should focus on innovating in five key areas, said the leader of E&Y's Financial Services and Insurance & Actuarial Advisory Services practice.