Using "non-Gaussian" analysis, Jim Otar has created a benchmark for evaluating retirement savings vehicles--and discovered that cautious savers might want to hold fewer equities.
In this month's Research Roundup, RIJ shares four recent academic papers on the proliferation of ETFs, the danger (or not) of national debt, rational inflation expectations, and the impact of recent changes in RMD rules.
Laura Prieskorn (left) and Marcia Wadsten are the new CEO and CFO of Jackson National Life. The leading seller of variable annuities in the US is in the process of demerging from its long-time British owner, Prudential plc.
Economists typically use the 'aged dependency ratio' to show the burden of the Social Security program on workers. But the 'total dependency ratio' might be more informative. (Photo by Johann Walter Bantz.)
Even if GDP growth remains low, corporations can use stock repurchases to boost the growth of their stock prices to match past rates of appreciation, say researchers at the Center for Retirement Research at Boston College.
The author argues that his fellow liberals shouldn’t oppose an increase in the minimum age for claiming Social Security.
More than half of workers say they have less than $25,000 in total savings and investments, excluding their homes.
But the survey also showed that 57% of DB plan sponsors had frozen their plans to new entrants.
Some millionaires need only $1.75 million in investments to “feel wealthy," but 42% won’t feel wealthy until they have $7.5 million, a Fidelity survey found.
Conning Research reports that transactions increased 36% and deal value increased 224%, reversing a five-year decline.
The SSF, which was established in 2000 and receives a statutory 10% of the proceeds of all IPOs by Chinese state-owned enterprises (SOEs), is the largest pension fund investor in China.