Jack of Alternatives

"I believe that alternative investments—in four broad categories—are areas where people should diversify," said former Jackson National Life executive Clifford Jack in an interview with RIJ. His book, 'Generation Alt,' was published last summer.

The Ultimate Income Strategy

"By making the final years of life (should they occur) the insurance company’s problem, makes retirement investing feel more manageable,” write Laurence Siegel and Barton Waring in the Financial Analysts Journal.

Let’s Concentrate on Recordkeeping

What's driving the flurry of consolidation in the defined contributon plan recordkeeping industry? RIJ asks the experts: Fred Reish, Mark Fortier, Peter Littlejohn, James Holland, Jeff Feld, Tom Clark and Nevin Adams.

Illinois Mandates Workplace Retirement Plans

Private-sector employers in Illinois with 25 or more full-time employees have to offer access to a retirement plan by June 1, 2017 or face penalties. Illinois state senator Daniel Biss, above, co-sponsored the Secure Choice Savings Program Act.
Featured

First Investors launches flexible-premium longevity annuity

“Sales of our single pay deferred income annuity, which we introduced last year, have been three or four times what we projected," said Carol Springsteen, president of First Investors Life, subsidiary of The Independent Order of Foresters.
News

About That White House Memo on IRAs

A memo on White House letterhead dated January 13 has rekindled both hopes and fears that the Department of Labor might soon re-propose restrictions on the kinds of transactions that advisors and brokers can recommend to IRA owners.

Illinois Mandates Workplace Retirement Plans

Private-sector employers in Illinois with 25 or more full-time employees have to offer access to a retirement plan by June 1, 2017 or face penalties. Illinois state senator Daniel Biss, above, co-sponsored the Secure Choice Savings Program Act.

New issue of The Journal of Retirement published

The Winter edition of the journal includes articles by experts previously cited or quoted in RIJ, including Anna Rappaport, Jodi Strakosch, Sylvester Schieber, and editor Sandy Mackenzie, plus several authors that may be new to RIJ readers.