Employer Match vs. Auto-Enrollment; The Winner Is…

'Most of the estimates from the literature substantially understate the effect of matching,' write analysts Nadia Karamcheva and Justin Falk of the Congressional Budget Office's Microeconomic Studies Division. (Image from 'The Matchmaker,' by Gerard van Honthorst.)

Tax Cut and Tech Brighten US Economic Outlook

'I believe sustained investment spending and faster productivity growth will boost potential GDP growth from 1.8% to 2.8% within a few years,' writes our guest columnist.

Dutch pensions face possible benefit cuts

The MSCI World index declined by 6.7% during October and the 30-year swap rate dropped almost three basis points, to 1.5%. Interest rates are crucial for discounting future pension liabilities.

Majority of Americans expect to use robo-advice by 2025

Almost 60% of Americans expect to use a robo advisor by 2025 and 45% say robo advice will be the technology that ultimately has the biggest impact on financial services, according to a Charles Schwab survey.

UBS ups its financial wellness game

The new content experience delivers videos, infographics, articles and “gamified” content to teach employees about planning, budgeting, saving, managing debt, investing, and retirement.

Honorable Mention

Investors Heritage enters fixed annuity business, MassMutual names Carroll as new head of Workplace Distribution, TIAA Bank acquires leases and loans from GE Capital’s healthcare business.


November 15, 2018

A Retirement Income Plan from United Income

One of the smallest of the robo-advisors (United Income) has some of the biggest backers (Morningstar's chairman and eBay's founder) and a veteran (HelloWallet) CEO. RIJ asked United Income to create an income plan...
November 8, 2018

New Bedfellows: Richard Neal and the 401(k) Industry

As the next Ways & Means chairman, the liberal Massachusetts congressman won't just be the gatekeeper of retirement legislation. He’s also the only legislator who can ask for President Trump’s tax returns. Bills that...
November 1, 2018

An Industry Haunted by Its Own History

The ghost of demutualization haunts much of the annuity industry today. But that topic was not on the agenda of the annual LIMRA conference in New York earlier this week (Photo: Former FBI director James...