Steve Vernon, actuary-turned-retirement-guru, travels the country spreading retirement planning wisdom... and promoting his books and website: "I joke that I’m a ‘one-rat’ experiment. I’m living the lifestyle I advocate. And then I write about it.”
The National Association of Retirement Plan Participants aims to boost 401(k) deferral rates through behavioral finance techniques. Despite its name, its direct ties are to plan sponsors and providers. (Photo of NARPP founder Laurie Rowley by Rob Myers.)
"blooom is like a dietician who doesn’t just give you advice on how to eat. It’s like a dietician who actually drives to your store, does your grocery shopping for you and comes back to your house and cooks all your meals for you,” says blooom co-founder Chris Costello (above).
At the IRI annual conference in this quaint colonial village, the annuity industry shared a sense that, after several hellish years, the worst may be over.
“We weren’t surprised by the ranking,” Kirby Wood, chief marketing officer at American Equity Investment Life, told RIJ regarding the results of the Cogent Reports Fixed Indexed Annuity Brandscape survey. “We’ve been a top five FIA carrier for 58 of past 62 quarters."
Near the close of this interview with Sharpe, which was published last week in AdvisorPerspectives, the Nobelist mentioned that one of his favorite publications is Retirement Income Journal... though he chided us for using annuity industry jargon too often.