Insurance: The ‘Putter’ in the Retirement Golf Bag
“You drive for show but putt for dough,” AXA executive Nick Lane said during an IRI panel, painting insurance as an essential retirement funding tool.
Bill Gross’ Departure: What Plan Fiduciaries Need to Know
PIMCO's Total Return Fund, previously managed by Gross, is a "pillar" of many 401(k) platforms. Will it stay that way?
Why Insurance Industry Is Crucial for Americans: Dennis Glass
Speaking at IRI conference, Lincoln Financial Distributors’ CEO says the retirement readiness gap provides a big opportunity for the industry.
Will Fuller, Kerry Geurkink Awarded IRI's First Leadership Awards
The award presented by the Insured Retirement Institute recognizes contributions to both IRI and the annuity industry.
Advisor Prepares Pro Athletes for Life After Sports
Lee Rawiszer creates lifetime plans for incomes at risk of meteoric rises and crashes — sometimes after meeting the client for less than 15 minutes.
U.S. Retirement Assets Rise to $24 Trillion
Retirement assets, accounting for 36% of all household financial assets in the U.S., rose by 2.8% in the second quarter.
IRS Blesses 401(k) Rollovers With Pre-, After-Tax Contributions
New IRS rules change the treatment of after-tax retirement plan assets upon distribution, providing flexibility and certainty for clients with both pretax and after-tax contributions.
3 Investments Retirees Should Avoid: Morningstar's Benz
Some assets can add volatility, expenses and stress to retirement portfolios (with little upside).
Lots of Testimony, Much Dissent on Retirement Fixes
Senate Finance hears plenty of suggestions (including from John Bogle) for boosting savings, but also that the idea of a retirement crisis is overblown.
IRS Finally Answers After-Tax IRA Rollover Question
Can after-tax money in 401(k)s be converted to a Roth IRA tax-free? The IRS has the answer in a just-published guide.