RSQ-y Business at John Hancock B/D

John Hancock Financial Network will offer its advisors the Retirement Sustainability Quotient, an income planning tool that Moshe Milevsky (pictured) developed for ManuLife Financial, JHFN's Canadian parent.

New Research on 401K Plans, from Top Researchers

Boston College, DCIIA and Morningstar provide new research on Britain's 'NEST' experience with auto-enrollment, custom TDFs and why replacing bad 401k investment options is a good idea.

Tell Us What You Really Think

At the LIMRA-Society of Actuaries Retirement Industry Conference in Baltimore last week, Scott Stolz from Raymond James, Greg Jaeck from Edward Jones and Jarrod Fisher from Simplicity Financial Distributors delivered frank opinions about annuities and annuity issuers.

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?
Featured

Send the Social Security Statement to Everyone On One Day!

The associate director of the Center for Retirement Research wants financial services companies to fund a revival of the delivery of Social Security statements to working Americans. Cost: $55 million. Benefit: Priceless.
News

Asset prices won’t plummet when Boomers retire—Aviva

As the Boomers retire and leave a smaller 40 to 64-year-old cohort behind them, bond yields should rise 60 basis points above the increase warranted by GDP growth and inflation prospects, according to Mirko Cardinale, a researcher at Aviva Investors.

The Bucket

Brief or late-breaking items from Nationwide Financial, MetLIfe, Edward Jones, LPL Financial, and Vanguard.

The Scoop on Pre-Owned Annuities

When buying a secondary-market annuity that offers a 7% or 8% effective rate of return, make sure you deal with honest brokers.