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Cover Stories

The Empire Strikes Back

by Kerry Pechter

The Empire Strikes Back

Wed, Mar 17, 2010

Lest they be drowned out by 401(k) critics, major DC plan providers have formed a new trade group, the DCIIA, chaired by PIMCO's Stacy Schaus. The group supports target-date collective trusts, deemed IRAs and lifetime income options.

Black Swan or Black Turkey?

by Kerry Pechter

Black Swan or Black Turkey?

Tue, Mar 09, 2010

The Great Recession is just the latest financial ‘black turkey,’ said the CFA Institute's Laurence B. Siegel at the Morningstar/Ibbotson conference in Orlando.

Which Way Out?

by Virginia M. Citrano

Which Way Out?

Wed, Mar 03, 2010

With the worst of the Crisis apparently over, Fed watchers are wondering about Chairman Bernanke's exit strategy from a low interest rate environment.

“Face-Off” at the IRI Marketing Conference

by Kerry Pechter

“Face-Off” at the IRI Marketing Conference

Thu, Feb 25, 2010

Annuity manufacturers and distributors went eyeball-to-eyeball at the Insured Retirement Institute's marketing conference in New York this week, where medical economist J.D. Kleinke (pictured here) was a featured speaker. Photo by IRI.

The Decumulation Beat

Breaking Up Is Hard to Do…

Breaking Up Is Hard to Do…

…But it can’t possibly be as difficult as health care and pension reform.

News

Target-Date CTFs: The Next DC Gold Rush?

Wed, Mar 17, 2010

Collective trust funds (CTFs) with target-date strategies are the talk of the defined contribution world, says Cerulli Associates.

Credit Crunch Looms in 2012, Analysts Say

Wed, Mar 17, 2010

Junk bonds are set to mature at a rate of $155 billion in 2012, $212 billion in 2013 and $338 billion in 2014, up from only $21 billion in 2010.

Financial Reform Bill Released by Senator Dodd

Wed, Mar 17, 2010

Here are highlights of the controversial financial reform bill, courtesy of OpenCongress.org.

Two Insurers, Two Multi-Media Web Strategies

Wed, Mar 17, 2010

The Principal and AXA Equitable have established new multi-media web portals for investors and for bloggers, respectively.

New Research Analyzes Benefits of Roth Conversion

Wed, Mar 17, 2010

In 2008, IRA assets totaled some $3.6 trillion, 95% of which was in traditional IRAs, according to the Center for Retirement Research at Boston College.