This year I'm claiming the Social Security benefits that I've earned on my own work record. I'm old enough now to be truly thankful for Social Security, whose future is precisely as certain, as fair, and as bountiful as we decide it will be.
'Insurance Solutions' groups use private assets to boost the returns of life/annuity company investment portfolios. RIJ talks with Todd Fonner of Investcorp Insurance Solutions about this trend.
American Equity Investment Life’s ‘AEL 2.0’ strategy is designed to help it thrive even in a low yield environment. Allocating up to 40% of its money to ‘private assets’ is key to the fixed annuity specialist's plan.
Expect big changes next January? Think again. While the candidates' economic philosophies and positions are dramatically different, divided government will prevent either from bringing his version of Morning to America, predicts a Wharton School professor.
Pension fund managers across the Pond are feeling boxed-in. The author, European head of institutional solutions at SEI, feels their pain in an essay that first appeared in IPE.com.
If Congress lets estate tax go back to $1 million exemption/55% maximum, 14.7 million U.S. households would have a potential estate tax liability, with an average tax of $1.4 million, LIMRA said.
Doctoral scholars will participate in three one-week residencies at The American College’s campus in Bryn Mawr, PA, as well as at least one intensive debrief with faculty prior to their dissertation defense.
The system allows retirement administrators to provide participants with online access to account information and transactions.
“Many organizations are still in a head-in-sand mode,” said Dean Wetton, a pension consultant. “Auto-enrollment is lost somewhere between payroll, HR and the pensions department."
The PL Portfolio Optimization Funds are five target-risk fund-of-funds, ranging from conservative to aggressive, that are designed to offer investors one-step diversification.