Lest they be drowned out by 401(k) critics, major DC plan providers have formed a new trade group, the DCIIA, chaired by PIMCO's Stacy Schaus. The group supports target-date collective trusts, deemed IRAs and lifetime income options.
A mountain biker needs 18 or 21 gears to smooth a path over rocks and through arroyos. Index-linked annuities now collectively offer some 140 index choices. Hybrid indices can theoretically smooth an investor’s path through rocky markets--but they're complicated.
Every June, RIJ focuses on indexed annuities. Last year, we studied options in indexed annuities. This year we consider the indexes themselves, especially 'hybrid' and 'volatility-controlled' indexes. Bryan Anderson, Don Dady and David Lau weighed in.
In this month's roundup, we learn that CEOs pay little attention to inflation. We also find out why retirees keep saving, why "centaurs" pick stocks so well, which financial biases keep people poor, and how working longer affects male mortality.
With three trading platforms around the globe, the Chicago-based actuarial consultant has come a long way from merely advising insurers.
Collective trust funds (CTFs) with target-date strategies are the talk of the defined contribution world, says Cerulli Associates.
Junk bonds are set to mature at a rate of $155 billion in 2012, $212 billion in 2013 and $338 billion in 2014, up from only $21 billion in 2010.
Here are highlights of the controversial financial reform bill, courtesy of OpenCongress.org.
The Principal and AXA Equitable have established new multi-media web portals for investors and for bloggers, respectively.
In 2008, IRA assets totaled some $3.6 trillion, 95% of which was in traditional IRAs, according to the Center for Retirement Research at Boston College.
TIPS can preserve purchasing power, provide systematic income and offer the assurance of a government guarantee for retirees depending on income from their investments.
…But it can’t possibly be as difficult as health care and pension reform.