The People’s Retirement Industry Group

To mark the Retirement Income Industry Association’s 10th anniversary, RIIA founder and chairman Francois Gadenne (above) spoke with RIJ recently about the group’s past, present and future.

Thanks-givings (Not Misgivings) about Social Security

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.

The Alt-Asset Teams that Reinvent Annuity Companies

'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.

One Life Insurer’s Pivot to Private Assets

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.
Featured

RetirePreneur: Edward Dressel

Edward Dressel is the president of Trust Builders, Inc., which offers retirement planning software to advisors and corporations.

Of Fly-Fishing and Financial Advice

I and most other people would hope that our investment advisors or financial planners would render us the same quality of service, at least in spirit, that I received from my Montana fishing guide last week.
News

After nine years, Boeing settles 401(k) fiduciary suit

The suit, filed on behalf of 190,000 Boeing employees and retirees, had accused the aircraft builder of charging excessive investment fees to participants in its $44 billion 401(k) plan. Despite settling, Boeing denied the allegations.