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Holiday Cheer
Wed, Dec 02, 2009
Forget doom-and-gloom. Recent research suggests that the Crash of 2008 will not prevent most Boomers from retiring as planned.
Industry Views
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.
Industry Views are special reports that are sponsored and independent from RIJ's editorial content.
DATA CONNECTION
Cover Stories
Ally, Ally, InFRE
Wed, Nov 25, 2009
The International Foundation for Retirement Education, directed by Kevin S. Seibert, CFP, has been certifying retirement advisors since 1997. Now the certifier itself is certified.
Dubya’s Lingering Gift
Wed, Nov 18, 2009
Tax rates are obviously northbound. So high-bracket folks should convert to Roth IRAs next year, right? Not necessarily, advisors told us.
Estimating Out-of-Pocket Health Care Costs in Retirement
Wed, Nov 11, 2009
Couples can expect to spend $200,000 or more on premiums, deductibles and co-pays in retirement. This article is the first in a series on retirement risks.
Featured Stories
FundQuest to Carry Fidelity's No-Frills Variable Annuity
The alliance marks the first time Fidelity's annuity and insurance business has expanded its distribution through a turnkey asset management firm.
It’s Reigning Buckets
Envestnet's new PlanHorizon income distribution method resembles other 'bucket methods' like IFLM and RetireSense, but also integrates the bucket method into the firm's full-service investment and administrative platform for independent advisors.
News
Conning Research: Individual Annuities Rebound in 2009
Wed, Dec 02, 2009
“This does not mean a return to normal for individual annuity insurers; even after the record gain, the line still experienced an $11 billion net loss over 2008 and 2009," Conning's report said.
Allianz Life’s New Index Annuity Offers Multiple Income Options
Wed, Dec 02, 2009
With a bonus, a roll-up, three crediting methods, four index options and up to five payout choices, this product gives investors plenty to think about.
Nuances of Insurance Wholesaling Revealed
Wed, Dec 02, 2009
Agents prefer different business practices depending on their years in the industry and whether they're captive or independent, a Mintel survey shows.
TIAA-CREF CEO Suggests Five Principles of Retirement Security
Wed, Dec 02, 2009
"A holistic retirement system should provide an affordable fixed annuity that guarantees enough income to help meet basic needs," said Roger W. Ferguson, Jr.
Transport Firm Taps The Principal for 401(k) Services
Wed, Dec 02, 2009
Swift Transportation owns the largest fleet of truckload carrier equipment in the United States, with almost 16,000 vehicles operating from 40 major terminals in 26 states and Mexico.
IRI Says It's "Time to Feel Free" Again
Wed, Dec 02, 2009
With its first-ever web video, the Insured Retirement Institute says as much about its own post-NAVA makeover as it does about the hipness of guaranteed retirement income. The one-minute effort to get Boomers thinking about retirement is intended for viral dissemination.
