Probing the Minds of Advisers

Manufacturers trying to build retirement income solutions for advisers face the fact that advisers vary widely in their approaches to retirement planning, says Howard Schneider of Practical Perspectives, which has co-produced a new survey with GDC Research.

Talking Annuities with AIG’s Todd Solash

Solash, who leads AIG's Individual Retirement business, spoke with us about the company's approach to the annuity market. The NAIC recently reported AIG's overall Life and Retirement businesses as having an industry-leading $18.4 billion in sales.

Risks that Can Ruin a Retirement, Part II

In retirement, "risk" can turn from an object of pursuit to an object of avoidance. In the second installment of a two-part article, our guest columnist continues his discussion of financial and other risks that retirees and advisors should anticipate.

Risks That Can Ruin a Retirement

In the first of a two-article series, the retirement expert, author and editor enumerates and describes the many risks that retirees face. (Spoiler alert: Mortality is not one of them.)
Featured

RetiremEntrepreneur: Borden Ayers

Borden Ayers is creator of the Retirement Management Executive Forum, a unit of Diversified Services Group in Philadelphia. The RMEF hosts meetings where executives from 33 select retirement companies "share insights, successes and obstacles."

The Equities Outlook for 2014

Even though stock prices have surged, both dividends and earnings have kept pace. Prices therefore appear to be reasonable going into 2014, according Ron Surz, who analyzes the markets from San Clemente, Calif. Check out these fabulous charts and heat maps.
News

The latest 401(k) stats from EBRI

At year-end 2012, 15% of the assets in the EBRI/ICI 401(k) database were invested in target-date funds and 41% of 401(k) participants in the database held target-date funds.

Equity funds gain record $352bn; bond funds lose record $86bn

“The Fed finally succeeded last year in its long-running campaign to coax fund investors to speculate. The ‘great rotation’ that some market strategists long anticipated is under way,” said Davd Santschi, CEO of TrimTabs Investment Research.

Private pension funding level rises 18 points in 2013

Public defined plans, endowments and foundations benefited in December from the equity rally as well as their holdings in private equity, according to BNY Mellon’s Investment Strategy & Solutions Group (ISSG).