Fixing the 401(k)s’ Leakage Problem
“I think is an opportunity for a win-win-win,” says Lew Minsky, executive director of DCIIA. “If you keep more people invested for retirement, all of the players in the system benefit. You’re growing the system.”
The Tailwinds in Vanguard’s Sails
At $64.8 billion, net flows into Vanguard funds in the first half of 2014 were greater than the flows of the next five fund families combined, according to Morningstar’s mid-year analysis.
Replacing Those Disputed Replacement Rates
What was so important about a tiny column of numbers, missing from Table V.C7 of the 2014 Social Security Trustees Report?
QLACs Take Flight, But Will They Soar?
Taxable distributions from qualified longevity annuity contracts can be deferred until as late as age 85. But how popular will they be, and will they be used for longevity risk protection or as a tax strategy?
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RetirePreneur: Jack Sharry
Jack Sharry is a principal and executive vice president of strategic development at LifeYield LLC, a developer of software to help financial advisors and investors achieve optimal after-tax returns and income.
Lew Minsky Talks about ‘Auto-Portability’
Lew Minsky is executive director of the Defined Contribution Institutional Investment Association, an organization of retirement plan providers and asset managers. We asked him about the automatic plan-to-plan transfer initiative discussed in today's RIJ cover story.
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