Fishing for Trout, and for the Perfect Retirement
While vacationing in the upper Rio Grande Valley this summer, I caught two good-sized trout and a glimpse of my fantasy retirement. (Photo of the author by Lisa Higgins).
Who Is ‘Too Big to Fail’?
Concerned that your insurance company might be designated a SIFI (Systemically Important Financial Institution)? Then read Deloitte's primer on SIFIs. Here's a synopsis and a link.
Actuaries Without Borders… Why Not?
Experts from Aegon Global Pensions, De Nederlandsche Bank and other Dutch pension and financial consulting firms are helping the Amsterdam-based P&D Network plant the seeds for "micropension" programs in the developing world. The final part of a two-part series.
Micro-Pensions in Central America
You've heard of micro-credit: those mini-loans to female entrepreneurs in emerging markets. Now a micro-pension movement is underway, and one of the first pilot projects starts next month in Guatemala, Honduras and Nicaragua. Part I of a two-part article.
Featured
12 Retirement Plan Concepts Financial Advisors Must Know
In this article, an ERISA attorney sets out to help retirement plan advisors understand basic retirement plan concepts that can help them develop and maintain their retirement plan book of business.
Advisor Survey Provides Mixed News for Annuity Providers
Cogent Research's 2011 Advisor Brandscape survey shows that many advisors sell annuities and are highly loyal to certain variable annuity providers. But on average they don't devote much of their clients' assets to annuities--and don't plan to in the future. At left, Cogent principal John Meunier.
News
The right savings rate? Russell has a rule-of-thumb
Russell Investments recommends that each year a defined contribution plan participant should be saving a percentage of salary equal to 30% of his or her final income replacement rate, net of Social Security income.
The four best known, most admired DC investment managers
Vanguard pulled ahead of the group of 36 leading DC investment managers to score the highest in overall favorability. Fidelity was rated first in overall awareness.
Americans prefer not to think about long-term care: Sun Life
Most people dread nursing homes. 83% of Americans age 50 and older would rather survive five years at home than 10 years in a nursing home.
AXA Equitable puts flexibility in its variable annuity roll-up
Beginning with the third contract year, the roll-up rates of the Retirement Cornerstone variable annuity will be tied to the current 10-year Treasury rate plus 1.5% and will renew annually, AXA Equitable Life said.
The Bucket
Brief or late-breaking items from MassMutual, Genworth Financial, Morningstar, Deutsche Borse and Nationwide Financial.
The Bucket
Brief and late-breaking items from Nationwide Financial
