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The ‘Senior’ Senator from Wisconsin
Thu, Jun 10, 2010
The soft-spoken Herb Kohl (D-WI) fights for retirees as chairman of the Senate Special Committee on Aging, which will hold hearings on retirement income June 16.
Industry Views
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.
Industry Views are special reports that are sponsored and independent from RIJ's editorial content.
DATA CONNECTION
Cover Stories
You May Live in Interesting Times
Wed, Jun 02, 2010
Interest rate risk keeps us all in suspense. Here’s how executives at Vanguard, New York Life, Delta Global Advisors, Prudential Annuities, and Loomis, Sayles cope with the uncertainty.
Who’s Winning the Rollover War?
Wed, May 26, 2010
IRAs now hold more money than employer-sponsored retirement plans, and the big beneficiaries are Fidelity, Vanguard and Charles Schwab, says a report from Cogent Research.
From an IVA, New Blood for Insurers
Tue, May 18, 2010
Life insurers, advisors and consumers should embrace his immediate variable annuity (IVA) with a refund option and a death benefit, says Achaean Financial CEO Lorry Stensrud.
Featured Stories
How Retirees Can Spend More Early (And Safely)
Bill Klinger's decumulation method involves techniques for moving payout rates up or down in response to market fluctuations. The New Jersey professor has also created the Retirement Quant planning tool.
The Decumulation Beat
The Sure Thing vs. The Gamble
There may be a certain futility to creating supposedly win-win products for a market that thrives by generating losers and winners.
News
Imagining the Future of Longevity Bonds
Wed, Jun 09, 2010
The bonds would pay coupons that would be higher when the more people outlived expectations and lower when fewer people did.
Regulatory ‘Collateral Damage’ Threatens Stable Value Funds
Wed, Jun 09, 2010
"This legislation may lead to the complete elimination of stable value funds in DC plans, impacting the millions of Americans at or near retirement who rely" on them, a trade group says.
Warning on Excess VA Withdrawals Proposed
Wed, Jun 09, 2010
New York insurance regulators propose disclosure of the mechanism of the excess withdrawal aspects of the contract before the contract is issued and at the time of the request for a withdrawal.
Lincoln Financial Launches Consumer Website
Wed, Jun 09, 2010
“MyConfidentFuture.com provides up-to-date information and timely insights to help empower people to face their futures with confidence,” said Heather Dzielak, Chief Marketing Officer, Lincoln Financial Group.
Thomas M. Marra to Lead Symetra Financial
Wed, Jun 09, 2010
Symetra Financial is the parent of Symetra Life Insurance Company, a life and annuity company that raised about $365 million in a January IPO and was listed on the New York Stock Exchange.
