Wade Pfau’s Latest Book

'“This book presents the probability-based approach” to retirement spending strategies, Pfau told RIJ in a recent interview. 'If annuities are off the table, here’s what you can do.'

The Real Risk to the Global Economy

'The risk stems less from unpredictable shocks than from the slow erosion of institutions that investors trust to make an uncertain world more predictable,' writes the senior fellow at the Carnegie Endowment for International Peace.

Are 401(k) providers ‘applying’ to top universities?

There has been a decline of 403(b) plans offered by higher education institutions and an upswing in the popularity of 401(k) plans, according to a survey by Transamerica, which is a full-service 401(k) provider.

The Turmoil inside TIAA

Articles criticizing TIAA appeared in the NY Times recently. In response, two former TIAA executives, speaking anonymously, described the competitive, cultural and financial pressures facing the financial services firm.


November 9, 2017

Hope, Despair: SPARK Forum Has It All

At SPARK's retirement conference, Millennium Trust, Paychex and GuidedChoice announced a new workplace IRA plan. Bill Meyer pitched his Social Security-centric planning tool. And BlackRock hinted at new TDFs with a deferred annuity sleeve....
November 2, 2017

RetireUp Turns Pro

RetireUp Pro is the latest iteration of RetireUp, the popular income planning solution. Its evolution has been shaped by part-owner Annexus Ventures and Annexus, the prominent indexed annuity design and distribution firm.
October 26, 2017

Trick or Tweet

Uncertainty about tax legislation, and Congress’ apparent disinterest in 401(k)s except as a kind of piñata, lent a daffy, fatalistic tension to many of us at the ASPPA and LIMRA annual conferences, held this...