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.

Tell Us What You Really Think

At the LIMRA-Society of Actuaries Retirement Industry Conference in Baltimore last week, Scott Stolz from Raymond James, Greg Jaeck from Edward Jones and Jarrod Fisher from Simplicity Financial Distributors delivered frank opinions about annuities and annuity issuers.

Why Indexed Annuity Sales Are So Strong

Many factors are driving the increase in indexed annuity sales: More manufacturers, better products, more distributors, competitive commissions, aging boomers, and relaxed regulation. But does the bubble contain the seeds of its own deflation?

Lessons from a Living (DC) Experiment

Israel has found that even a mandatory defined contribution system can’t resolve all of the behavioral, economic, or administrative issues that prevent low-income and minority workers from saving for retirement. (Photo: Mahane Yehuda market in Jerusalem.)
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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.
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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.

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.