Putnam’s Reynolds Calls for ‘Assured Income’ in DC Plans
An FDIC-like national insurance pool could facilitate converting retirement savings into assured income, Reynolds tells Retirement Income Symposium attendees
MFS’ Pozen Takes Aim at U.S. Deficit, Slams Target-Date Funds: RIS
Éminence grise of investment management invites Retirement Income Symposium attendees to ponder 8.5% rates of return on state pensions.
IAA’s Tittsworth: Fiduciary Ruling Likely in Q1 of 2012: RIS
At Retirement Income Symposium, David Tittsworth provides recent history and likely next developments on fiduciary standard for all.
Options Usage Means More High-Net-Worth Clients, Study Finds: RIS 2011
Advisors who use options have larger books of business and tend to be more experienced than advisors that do not use options.
On Fixed Income, ‘Europe Is Wild Card,’ Say Fidelity Managers: RIS 2011
Two fixed income gurus from Fidelity explore the bond universe’s pros and possible cons for attendees at the Retirement Income Symposium.
Pozen Argues for $5T Plan to Cut U.S. Debt: Retirement Income Symposium
Bob Pozen, the chairman emeritus of MFS Investments in Boston, has a long-term plan to cut the enormous U.S. debt, and it involves Social Security, “the only big number that we know how to solve.”
Retirement Income Symposium: Reynolds on Policy; Birke on Communication
In Boston, Putnam’s Bob Reynolds makes the case for new retirement policy, while Commonwealth’s Kol Birke and David Juliano provide practical guidance on client communications.
Protecting Retirement Income Post-Downgrade--What Do You Do?
What’s to be done? It’s a loaded question everyone is asking in the wake of the S&P downgrade and resulting market volatility.