Video: Income ‘Roundtable’ at The American College

Retirement income sources, including annuities, reverse mortgages, Social Security and LTCI, were topics of this two-hour seminar from the Retirement Income Certified Professional program at The American College. (Above: Curtis Cloke, Richard Weber and David Littell.)

Beware the ‘Specialized’ ETFs

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.

Jackson National Puts Its Future in Veteran Hands

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.

Which ‘Dependency Ratio’ Should We Use?

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.)
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MetLife To Let VA Liabilities Go

Whether MetLife can or will avoid designation as a Systemically Important Financial Institution is uncertain, but it is clear "that MetLife will no longer write new U.S. retail life and annuity business—a significant strategic shift for the firm," said Fitch Ratings.

Do In-Plan Annuities Have a Future?

The latest evidence of the opinions of plan sponsors and plan providers on this topic comes to us via the “2015 Survey of Defined Contribution Viewpoints,” produced by Rocaton Investment Advisors. The article contains a link to the survey results.
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