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Cover Stories

In Search of Plan C

by Kerry Pechter

In Search of Plan C

Wed, Feb 03, 2010

“We have a crisis of confidence regarding retirement,” said assistant Secretary of Labor Phyllis C. Borzi at the NIRS conference in Washington, D.C. Tuesday.

The Strongest Financial Brands Are…

by Kerry Pechter

The Strongest Financial Brands Are…

Thu, Jan 28, 2010

In Cogent Research's Investor Brandscape 2010 survey, Vanguard, Charles Schwab and TIAA-CREF earned top honors for brand strength. But many affluent investors are mistrustful of the financial industry and uncertain about the future.

New York Life Introduces ‘Lifetime Wealth Strategies’

by Kerry Pechter

New York Life Introduces ‘Lifetime Wealth Strategies’

Wed, Jan 20, 2010

The big mutual insurer plans to offer its managed account program, incubated last year among career agents, to third-party registered reps, says Michael Gordon, first vice president in the firm's U.S. life insurance and agency business.

The Trouble with Calculators

by Kerry Pechter

The Trouble with Calculators

Thu, Jan 14, 2010

A new critical survey of twelve retirement planning calculators shows why they're so frustrating to use.

News

ING to Help Retirement Professionals Grow Their Businesses

Wed, Feb 03, 2010

The value-added program includes calculators that participants can use to estimate their retirement "number," compare their progress with that of their peers and identify potential gaps in retirement funding.

Pioneer In Life Settlements Calls It Quits

Wed, Feb 03, 2010

Goldman Sachs decided to shut down Longmore Capital, its life settlements provider, about a month after unplugging its QxX mortality index.

Putnam To Help Plan Participants Forecast Income

Wed, Feb 03, 2010

The Lifetime Income Analysis Tool allows participants to see a monthly retirement income statement based on their current savings plan and account balances.

Agencies Seek Public Input on Lifetime Income Options

Wed, Feb 03, 2010

Two government agencies want your advice on how to include lifetime annuities or other income arrangements as distribution options in employer-sponsored retirement plans.