What might be called the financial version of universal health care is currently the topic of intense discussions and negotiations on Capitol Hill.
Wells Fargo Asset Management's new target-date series of CITs comes with a built-in, optional retirement income strategy: systematic withdrawals plus an annuity starting at age 85.
In her new book, 'The Deficit Myth,' Stephanie Kelton explains Modern Monetary Theory--and how we can afford a lot more as a nation than we think we can.
The deal, part of a trend in private-equity acquisitions of life/annuity properties that began a decade ago, makes KKR about one-third larger. The trend tailwind: low rates.
When it comes to designing public-private retirement savings programs, Sandy Matheson has been there and done that.
David John of the Heritage Foundation, and the Treasury's J. Mark Iwry, hope to see years of work finally bear fruit.
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.
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).
"In today's unpredictable market environment, even the 'safest' investments carry considerable risks," the global consulting firm said.
The Institutional Retirement Solutions Distribution group, headed by Garry Spence, will no longer be part of the Retirement Solution Distribution organization.
Kotlikoff will receive the award at RIIA's annual meeting and awards dinner, October 5-6, 2009, at the Hyatt Harborside Hotel in Boston.