Political Football

The Dept. of Labor's bid to strengthen the fiduciary standard for advisers to retirement plans and IRAs became a political football. Now the DoL has agreed to revise and "re-propose" its proposal. Was the football fumbled... or stripped?

The Sacrificial Payroll Tax

Idle talk about suspending the payroll tax is making 'blue' Senators blue. We get answers from Social Security expert Eugene Steuerle of the Urban Institute.

An Income-Generating ‘Collar’

Using a 'protective net-credit collar,' the Nationwide Risk-Managed Income ETF has distributed monthly income at an annual rate of 7.88% in 2020, while appreciating 10%. Is there a catch?

Life Insurers’ Bermuda Triangle, Part II

The humble fixed indexed annuity is at the center of the restructuring hurricane that has swept through the life insurance industry in recent years. We bring you the second article in a series on the topic.
Featured

Investment Myths Debunked

Rod Greenshields of Russell Investments questioned the value of conventional financial wisdom in a lively presentation at the FPA Experience 2011 conference.
News

The Bucket

Brief or late-breaking items from Vanguard, Prudential, AEGON/Transamerica, Celent, Fidelity, GuidedChoice, LPL Financial, Milliman, EagleEye Analytics, Archstone Foundation, and Fidelity.

Cash balance pension for uncovered workers proposed

The Secure Choice Pension would provide retired participants with a guaranteed minimum retirement income, and plan trustees could supplement the benefit with a “dividend” during a strong economy.

Change of government shapes Danish pension reform

Danish political factions are debating limits on early retirement, a ceiling on tax-deferred plan contributions, and a tax on stock transactions to offset the impact of an aging society.

Big 403(b) providers becoming bigger

Fidelity, ING, TIAA-CREF and VALIC continued to solidify their positions in the marketplace, according to a new report on the 403(b) retirement plan market from Retirement Research Inc.

No-Shows at the Trade Show

At the Financial Planning Association Experience 2011 meeting in San Diego last week, a couple of thousand financial advisors were on hand. So why the dearth of exhibits by annuity issuers?