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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.
Industry Views
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.
Industry Views are special reports that are sponsored and independent from RIJ's editorial content.
DATA CONNECTION
Cover Stories
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?
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?
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.
Featured Stories
Floor It!
In the Arizona desert, Mike Zwecher had a vision that led to his new book on building outcome-oriented retirement portfolios.
The Decumulation Beat
RIJ Receives a Tough-Love Letter
Garth Bernard and Cogent Research help resolve a question about the popularity of income products.
News
Social Security Cash-Flow Turns Negative
Thu, Mar 25, 2010
Unemployment has forced many people to apply for benefits sooner than planned while also reducing payroll tax revenue. But the change won't affect benefits.
Fiduciary Standard Stripped From ‘Dodd Bill’
Thu, Mar 25, 2010
Broker-dealers and life insurance agents want the SEC to continue to regulate them using a standard of care based on suitability, not fiduciary duty.
Financial Execs Invited to Endorse ‘Fiduciary Statement’
Thu, Mar 25, 2010
"No man can serve two masters," said John Bogle, founder of The Vanguard Group and member of the Committee for the Fiduciary Standard.
Australians Want More Workplace Savings
Thu, Mar 25, 2010
After more than a decade of compulsory contributions, Australians have over AU$1.177 trillion in their state-sponsored defined contribution plan.
More Assets Moving From 401(k)s to IRAs
Thu, Mar 25, 2010
“We are definitely seeing an uptick in the number of 401(k) plan participants who choose to roll over plan assets," a Charles Schwab executive said.
Vandalism Follows Obama Health Bill Signing
Thu, Mar 25, 2010
On Wednesday, Democratic legislators had reportedly received death threats and been the victims of vandalism because they voted for the health care bill.
Hartford Financial Prepares to Repay U.S. Treasury
Thu, Mar 25, 2010
Hartford Financial borrowed $3.4 billion in 2009 under the Treasury Department's Troubled Asset Relief Program.
