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Cover Stories

Eating the Competition’s Lunch

by Kerry Pechter

Eating the Competition’s Lunch

Tue, Mar 30, 2010

MetLife’s Retirewise program offers hundreds of brown-bag seminars, like the one depicted in this ad, for 401(k) participants at firms where MetLife isn’t the provider.

Spock-o-nomics at the RIIA Meeting

by Kerry Pechter

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.

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.

News

Fund Fees Can Devastate 401(k) Savings: Towers Watson

Wed, Mar 31, 2010

“Most employees are losing a very material amount of their retirement assets due to fee-related erosion,” the consulting firm said.

From Genworth, a Less Painful Way to Buy LTC Insurance

Wed, Mar 31, 2010

With this product and others like it, the cost of LTCI is greatly reduced because the fixed annuity assets serve as a very large deductible.

New Organization Seeks 401(k) Reform and Much More

Wed, Mar 31, 2010

“So far we've been raising awareness of the crisis in retirement income,” said Nancy Hwa, a spokesperson for Retirement USA.

‘What Do You Want 2Retire?’

Wed, Mar 31, 2010

Merrill Lynch's billboard urges Times Square visitors to send text messages naming the thing they'd most like to “retire.”

New Public Pension Fund in UK Ponders Investment Strategies

Wed, Mar 31, 2010

Britain is developing a system of personal investment accounts targeted at low and middle-income workers who may or may not have a workplace savings plan.