Raising Private Savings
What might be called the financial version of universal health care is currently the topic of intense discussions and negotiations on Capitol Hill.
Under Putnam’s Hood, A Fidelity Engine Roars
In the past year, Putnam Investments owner Great-West Lifeco has recruited (l-r) Fidelity veterans Robert L. Reynolds, Jeffrey R. Carney and Edmund F. Murphy III, among others, perhaps to capitalize on Obama's plan for universal retirement savings coverage.
A Smarter Form of SWiP
Financial advisor Larry Frank Sr. of Rocklin, Calif., a small town in the arid foothills of the Sierra Nevadas, has fine-tuned the classic 4% "SWiP" approach to drawing down retirement income.
Making More Than Peanuts at MetLife
The financially fit, well-diversified insurer collected almost twice as much in annuity premiums as its closest competitor in the first quarter of 2009, benefiting from a “flight to quality” in the wake of last year’s economic meltdown.
Featured
In Washington State, a ‘State 401(k)’ Is Rejected
When it comes to designing public-private retirement savings programs, Sandy Matheson has been there and done that.
Details of the Auto-IRA/Saver’s Credit Plan
David John of the Heritage Foundation, and the Treasury's J. Mark Iwry, hope to see years of work finally bear fruit.
News
More Portfolio Managers Say the Market Has Bottomed
Over 80% of investors surveyed expect the S&P 500 Index to reach 1200 by the end of 2011, and almost one-quarter expect it to return to 1500 by then.
P&A Group Targets Fee-Based Plan Advisors
A unit of the Buffalo, NY-based firm has partnered with the CIF Marketplace to supplement their mutual fund and ETF product base with collective investment funds (CIFs).
How Stable Are Your Stable Value Funds?
"In today's unpredictable market environment, even the 'safest' investments carry considerable risks," the global consulting firm said.
Lincoln Financial Restructures Its Retirement Efforts
The Institutional Retirement Solutions Distribution group, headed by Garry Spence, will no longer be part of the Retirement Solution Distribution organization.
Laurence J. Kotlikoff Wins RIIA’s Top Award
Kotlikoff will receive the award at RIIA's annual meeting and awards dinner, October 5-6, 2009, at the Hyatt Harborside Hotel in Boston.
