Ally, Ally, InFRE

The International Foundation for Retirement Education, directed by Kevin S. Seibert, CFP, has been certifying retirement advisors since 1997. Now the certifier itself is certified.

Why Indexed Annuity Sales Are So Strong

Many factors are driving the increase in indexed annuity sales: More manufacturers, better products, more distributors, competitive commissions, aging boomers, and relaxed regulation. But does the bubble contain the seeds of its own deflation?

Lessons from a Living (DC) Experiment

Israel has found that even a mandatory defined contribution system can’t resolve all of the behavioral, economic, or administrative issues that prevent low-income and minority workers from saving for retirement. (Photo: Mahane Yehuda market in Jerusalem.)

What Advisors Want from Annuity Issuers

This week, RIJ received a press copy of “What Advisors Want from Annuity and Insurer Providers-2019,” a study by Practical Perspectives, a Boxford, MA-based financial services market research firm.
Featured

Re-Start Your Engines?

Strong insurers offering VA income riders with attractive roll-ups did very well in the third quarter, but sales for the category as a whole were flat.
News

Ethnicity Alone Doesn’t Predict 401(k) Behavior

Workers of Asian descent in the U.S. were more likely to be eligible to participate in a 401(k) plan, more likely to participate, and likely to contribute more to their plans than other ethnic groups.

Phoenix Launches Two Indexed Annuities

The products offer three guaranteed income options, and investors can track the S&P 500 Index, the DJIA, the Dow Jones Euro Stoxx 50 Index or all three.

Tom Johnson Joins New York Life

Johnson is a board member of the Profit Sharing/401(k) Council of America and the Retirement Income Industry Association and a trustee for the Employee Benefit Research Institute.

Ally, Ally, InFRE

The International Foundation for Retirement Education, directed by Kevin S. Seibert, CFP, has been certifying retirement advisors since 1997. Now the certifier itself is certified.