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Putnam's Man with a Plan
Wed, Mar 23, 2011
Putnam Investments CEO Robert Reynolds called for a new lifetime income regulatory body and announced a decumulation tool for Putnam funds in a speech at the RIIA meeting this week.
Industry Views
$300 Billion, Up for Grabs
Cogent Research's new 2012 Assets in Motion study can help you understand and benefit from the rising flow of money from qualified plans to rollover IRAs.
Burton Malkiel Talks About Efficient Markets
In this video sponsored by Vanguard, Burton Malkiel, Princeton professor and author of "A Random Walk Down Wall Street," talks with RIJ editor Kerry Pechter about what "efficient market" means to him. The 10th edition of "A Random Walk" has just been published.
New Income Solutions for Long Retirements
With the numbers of people over age 100 growing rapidly, there is an equally growing need for advisors to consider an array of retirement income solutions.
Annuity Issuers Slowly Enter The Digital Age
Annuity issuers are making a concerted effort to implement and promote paperless document delivery services.
401(k)s: They’re Not (Necessarily) Just for Employees Any More
A growing number of 401(k) plan sponsors, retirees, record keepers and regulators want retirees to stay in their plans well into, or even straight through, retirement, PIMCO has found.
The Future Of Online Customer Feedback Has Arrived
TIAA-CREF’s TC Listens website is an innovative new medium for obtaining client feedback online.
TIPS for Retirement Investing in the ‘New Normal’
TIPS can preserve purchasing power, provide systematic income and offer the assurance of a government guarantee for retirees depending on income from their investments.
Firms Back Variable Annuity Product Launches With Aggressive Online Marketing Campaigns
With variable annuity sales down, firms are intensifying online product marketing campaigns to reach more prospective investors.
Found in Translation
Annuity issuers are reaching out to non-English-speaking investors through websites written in Spanish and Asian languages, according to Corporate Insight.
Behavioral Economics and Retirement Investing
PIMCO and its Allianz affiliates recently sponsored a new study, “Behavioral Finance and the Post-Retirement Crisis.” PIMCO Retirement Product Manager Tom Streiff explains how the study’s findings can foster the development of successful retirement income products.
Annuity Issuers Embracing Social Media One Tweet At A Time
A growing number of annuity issuers are using creative approaches on Twitter to reach new audiences online.
Roth IRA Conversion Promotions Are All The Rage Online
Many firms have launched engaging online sales campaigns focusing on the Roth IRA conversion opportunities that will be available in 2010.
Annuity Firms Turn Their Focus To Online Client Security
Annuity firms introduced enhanced online security measures in 2009, but they remain laggards in the financial service industry.
Should Annuity Firms Care About Social Media?
The annuity industry has been slow to adopt social media. But given the industry’s target audiences, does it matter? Download an excerpt from the report "Social Media: Trends and Tactics in the Financial Services Industry."
Marketing Online Education To Advisors
Our latest research shows that dynamic displays, such as Flash interfaces, offer firms engaging new ways to present and market online educational content to advisors.
Industry Views are special reports that are sponsored and independent from RIJ's editorial content.
DATA CONNECTION
Payout Mutual Funds
Wedding Bells for TIPS and ALDA
Wed, Mar 02, 2011
Together, PIMCO's TIPS-based managed payout funds and MetLife's longevity insurance mitigate two big retirement risks: inflation risk and the risk of outliving one’s savings.
A Closer Look at “Income+”
Thu, Feb 03, 2011
Financial Engines CIO Chris Jones answers questions about his firm’s new in-plan income program.
A New Cylinder for Financial Engines
Wed, Feb 02, 2011
Income+, a process-driven, product-neutral income program for 401(k) managed account clients, could alter the competitive landscape of the retirement industry.
BMO Offers Non-Insured Lifetime Income Product
Wed, Jan 19, 2011
The Bank of Montreal's Lifetime Cash Flow product pays out 6% of principal per year for life after a 10-year deferral period. After-tax principal is paid out tax-free for 15 years, followed by taxable payments.
Inflation-Indexed and Level Payout Funds from Barclays Bank
Wed, Aug 04, 2010
“It's marketed as a gap product, such as between early retirement and pension benefits or to bridge until longevity insurance kicks in,” said Tamiko Toland, an annuity industry analyst at Strategic Insight, Inc.
Spock-o-nomics at the RIIA Meeting
Wed, Mar 24, 2010
At the spring meeting of the Retirement Income Industry Association, held at Morningstar Inc. in Chicago, concepts like "stocks for the long run" and "safe withdrawal rate" were out of favor.
Inflation Cushion
Wed, Sep 16, 2009
PIMCO envisions a trillion-dollar retail and institutional market for its new TIPS-based ‘Real Income’ managed payout funds.
Early Reviews of PIMCO’s Payout Funds
Wed, Sep 16, 2009
Immediate reactions from advisors, retirement income consultants and academics ranged from skepticism to enthusiasm to uncertainty about the costs.
It’s Spee-Ahz, By a Nose!
Wed, Sep 09, 2009
Gaobo Pang and Mark Warshawsky's study supports a strategy of combining income annuities with mutual funds in retirement.
Goldman Sachs Eyes DC Market
Tue, Jul 28, 2009
“We've been in the retirement business for 20 years managing defined benefit assets, but are now really ramping up our DC effort,” a Goldman executive said.
