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Ally, Ally, InFRE
Wed, Nov 25, 2009
The International Foundation for Retirement Education, directed by Kevin S. Seibert, CFP, has been certifying retirement advisors since 1997. Now the certifier itself is certified.
Industry Views
Annuity Firms Turn Their Focus To Online Client Security
Annuity firms introduced enhanced online security measures in 2009, but they remain laggards in the financial service industry.
Industry Views are special reports that are sponsored and independent from RIJ's editorial content.
DATA CONNECTION
Cover Stories
Dubya’s Lingering Gift
Wed, Nov 18, 2009
Tax rates are obviously northbound. So high-bracket folks should convert to Roth IRAs next year, right? Not necessarily, advisors told us.
Estimating Out-of-Pocket Health Care Costs in Retirement
Wed, Nov 11, 2009
Couples can expect to spend $200,000 or more on premiums, deductibles and co-pays in retirement. This article is the first in a series on retirement risks.
The View from Taroko Gorge
Thu, Nov 05, 2009
Touring this marble-walled canyon, I could see millions of years into Taiwan's geological past and a few years into its demographic future.
Featured Stories
Re-Start Your Engines?
Strong insurers offering VA income riders with attractive roll-ups did very well in the third quarter, but sales for the category as a whole were flat.
The Latest Chapter in the Indexed Annuity Saga
In Mooney vs. Allianz Life, the jury didn't award damages because the plaintiffs couldn't prove that they lost money on their investments in indexed annuities.
News
Ethnicity Alone Doesn’t Predict 401(k) Behavior
Wed, Nov 25, 2009
Workers of Asian descent in the U.S. were more likely to be eligible to participate in a 401(k) plan, more likely to participate, and likely to contribute more to their plans than other ethnic groups.
Fixed Annuity Sales Weakened in Third Quarter: Beacon Research
Wed, Nov 25, 2009
"We don't expect to see growth in sales until rates begin rising," said Jeremy Alexander, CEO of Beacon Research.
Phoenix Launches Two Indexed Annuities
Wed, Nov 25, 2009
The products offer three guaranteed income options, and investors can track the S&P 500 Index, the DJIA, the Dow Jones Euro Stoxx 50 Index or all three.
Tom Johnson Joins New York Life
Tue, Nov 24, 2009
Johnson is a board member of the Profit Sharing/401(k) Council of America and the Retirement Income Industry Association and a trustee for the Employee Benefit Research Institute.
