Inflation Cushion

PIMCO envisions a trillion-dollar retail and institutional market for its new TIPS-based ‘Real Income’ managed payout funds.

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

Early Reviews of PIMCO’s Payout Funds

Immediate reactions from advisors, retirement income consultants and academics ranged from skepticism to enthusiasm to uncertainty about the costs.
News

Even a Mild Windfall, Apparently, Can Kill You

Two economists have documented an increase in fatal heart attacks, strokes and traffic accidents shortly after the receipt of money, such as monthly Social Security checks.

Many Nurses Need Help With Retirement Planning

Nurses tend to distrust “outsiders,” but most indicated they would attend a free, unbiased financial planning workshop sponsored by a professional nursing organization.