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.
'Smart' is the recently-launched American branch of a British fintech with expertise in a kind of retirement savings plan that's called a 'master trust' in the UK and a 'pooled employer plan' or PEP in the US. RIJ interviewed two of its top executives.
Almost every controversial subject in the US today--from Fed policy to machine learning to immigration--contains an element or theme related to retirement policy. The articles reviewed in this month's Research Roundup are proof of that.
A former chief actuary of Denmark seeks a US target date fund company that might use his technology, the 'iTDF,' to create a seamless transition from pre-retirement savings to safe income during the first 20 years of retirement.
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.
Income for Life Model, a time-segmentation retirement income planning tool from Wealth2k, will be integrated into the NetX360 advisor web platform offered by Pershing, the clearing firm owned by BNY Mellon.
Would gradual annuitization from age 65 to 75 be better for DC plan participants in the UK than gradually switching from equities to government bonds from age 55 to 65?
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 Accumulator Series, introduced in 1995, now has a higher deferral bonus roll-up.
Brief or late-breaking items from Nationwide Financial, MetLIfe, Edward Jones, LPL Financial, and Vanguard.
When buying a secondary-market annuity that offers a 7% or 8% effective rate of return, make sure you deal with honest brokers.