Dutch Pensions Go Collective

By Kerry Pechter
Today’s financial Goldilocks moment—with strong equity returns and robust fixed income yields—creates favorable conditions for the Netherlands to complete its long-planned switch from traditional private defined benefit plans to 'collective defined contribution.' 'You can almost call it a tontine,' a Dutch pension consultant told RIJ.

Research Roundup

By Editorial Staff
We feature two deep-dive research papers on private credit. One is from Victoria Ivashina of Harvard Business School and the other from a team that includes Amir Sufi, co-author of "House of Debt" (U. of Chicago, 2014.) Plus two papers on combining income annuities with private savings and a paper on the domino effect that TDF reallocations can inflict on the bond market.

Third Point Joins the Triangle, Cayman-Style

By Kerry Pechter
Another asset manager goes subtropical. Third Point Investors Ltd. established Malibu Re in the Cayman Islands, bought a Texas life insurer from Mutual of America, acquired a private credit shop, and received $25m each from Voya and ReliaStar.
Featured

Fall Issue of The Journal of Retirement Appears

By Editorial Staff
Here's a list of the eight articles in the current issue, along with abstracts of their content. The featured authors include Moshe Milevsky of York University and CANNEX, David Blanchett of Morningstar, and Steve Feinschreiber of Fidelity.

RetirePreneur: Steven Saltzman

By Jenna Gottlieb
Steven Saltzman is the founder of Saltzman Associates, a consultancy that works with marketers, institutional distributors and insurance underwriters.
News

LIMRA links undersaving by Boomers to spending on family cellphone plans

By Editorial Staff
“Parents of Millennials, even those over the age of 22, are providing considerable support to their children at a time in their lives when saving from retirement should be a priority,” said Deb Dupont, associate managing director, LIMRA Secure Retirement Institute.