‘Tell Ken Fisher To Stuff It’

That's what variable annuity pioneer Bob Saltzman said at the Insured Retirement Institute's 25th anniversary conference in Florida this week. The fiduciary rule, he added, will lower the cost of annuities and make them more competitive.

‘Rothification is a Stupid Idea’

During a panel discussion at the IRI conference, former Treasury official Seth Harris, Voya's Sean Cassidy and former Oklahoma congressman J.C. Watts shared strong opinions about tax reform, the DOL fiduciary rule and Donald Trump.

Trump Tax Plan Revealed

'The framework retains tax benefits that encourage work, higher education and retirement security,' said the report issued by the White House Wednesday. It was entitled, Unified Framework for Fixing Our Broken Tax Code.

How wholesalers should adapt to disruption: DST

A new report from DST, "Prevailing in a Changing Distribution Landscape," describes how investment product wholesalers can respond to changes in the advisory and brokerage world.


January 6, 2022

Research Roundup

Almost every controversial subject in the US today--from Fed policy to machine learning to immigration--contains an element or theme related to retirement policy. The articles reviewed in this month's Research Roundup are proof of that.
December 16, 2021

‘iTDFs’ Smooth the Bumps of Retirement Income

A former chief actuary of Denmark seeks a US target date fund company that might use his technology, the 'iTDF,' to create a seamless transition from pre-retirement savings to safe income during the first...
December 9, 2021

A Revolt Against PE-Led Annuity Issuers

Matt Zagula is an annuity wholesaler and fixed indexed annuity (FIA) designer. He and forensic accountant Tom Gober created the TSR ratio, a scale for rating FIA issuers. Mutual and fraternal insurers score best;...