A new critical survey of twelve retirement planning calculators shows why they're so frustrating to use.
At the LIMRA annual conference in Boston earlier this week, MIT economist James Poterba described how low interest rates make saving for retirement more of a challenge.
Speakers Wade Pfau and Curtis Cloke showed planners at the Financial Planning Association's 2019 conference in Minneapolis that income annuities can provide growth as well as protection.
Recent research offers new insights into financial decision-making, the decision to work after retirement, and reveals surprising links between aging and interest rates, the rise of the service economy, and the 'shadow banking' phenomenon.
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.
Lawsuits accusing insurers of selling tax-deferred annuities to fund tax-deferred accounts have not been entirely unfruitful for plaintiffs.
By raising participation rates, auto-enrollment will raise the cost of employer-matching efforts and may encourage some employers to reduce or eliminate their match.
Third-quarter 2009 YTD sales of Western & Southern's IncomeSource SPIA were $170.42 million, a 43% increase over the same period in 2008.
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.
U.S. and U.K. asset markets may suffer from the absence of the nearly $2 trillion of government checks written in 2009, opines PIMCO's founder.
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.