Bob Reynolds’ & the Future of 401k
Reynolds emphatically favors the investment interpretation, as does Brian Graff of the American Retirement Association and other industry advocates.
The Normalization Delusion
'The psychological bias to expect a return to “normality” will remain strong. But the drivers of post-crisis economic performance are so deep that no return to normality is likely any time soon,' writes our guest columnist.
Allianz, Aegon et al Inject New ‘Variable’ into Dutch DC Biz
In the Netherlands, American-style drawdowns of variable payments from defined contribution plans is a novel idea.
How to attract IRA asset transfers: LIMRA SRI
People ages 45 and older were significantly less likely than people ages 40 to 44 (29% vs. 11%) to move their IRAs recently, according to research by the LIMRA Secure Retirement Institute.
MassMutual aims to compete harder for defined benefit business
PensionSmart Analysis, as MassMutual calls its newest tool, is available to DB plan sponsors through financial advisors and consultants who serve the pension recordkeeping, investments and actuarial marketplaces.
A few big IBD deals, lots of smaller RIA deals: Fidelity
The ten largest independent broker-dealers manage 65% of all b/d assets and 48% of all b/d advisors, according to a new report from Fidelity Clearing & Custody Solutions, a unit of Fidelity Investments.
Honorable Mention
Brief or late-breaking items from Nuveen, Ubiquity Retirement + Savings, and Conning.
COVER STORIES YOU MAY HAVE MISSED
September 14, 2017
On the Case: Income from a ‘Certified’ Used Annuity
In this latest income solution for "Andrew and Laura," a real couple near retirement, Bryan Anderson of AnnuityStraightTalk and Nathaniel Pulsifer of DCF Exchange combine a secondary market annuity, an indexed annuity and equities...
September 7, 2017
Bill Sharpe’s ‘Lockbox’ Strategy
The Nobel Prize winner's new e-book describes a retirement income generation method that combines Modern Portfolio Theory and income annuities. Advisors, life insurers, quants and even retirees should find it valuable.
August 17, 2017
On the Case: A Solution from ‘Retirement NextGen’
Robert Fourman, a colleague of Curtis Cloke at Acuity Financial, uses their Retirement NextGen software to create a retirement income plan for Andrew and Laura, a near-retirement couple with $1.24 million in savings and...
