Latest News

On Negative Credit Watch, Security Benefit Insists It Is Strong

July 7, 2008 – Rating agencies remain concerned about the Kansas carrier's exposure to sub-prime loans and the cost of its acquisition of Rydex Investments.

Correction Regarding “Income For Life Model”

July 7, 2008 – An article in the July 2008 issue of Retirement Income Reporter incorrectly described the Income for Life Model planning software from Wealth2K.

Baron Funds Launches Retirement Income Fund

July 7, 2008 – The Baron Retirement Income Fund will resemble an endowment and pay a minimum distribution of 4% of net assets per share each year.

• Workers May Have to Save More and Retire Later—Hewitt Associates
• Florida Toughens Penalties on Unsuitable Annuity Sales
• Wishful Thinking Dominates Withdrawal Rates

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Features

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A Lesson in 'RIPS'

June 30, 2008 – Lots of progress has clearly been made toward the development of effective payout planning software. But evidently there's still a long way to go.

For Wachovia, Annuities Are A Bright Spot: Amid Subprime Woes, Bank Topped Rivals in 2007 Annuity Fees

June 30, 2008 – Wachovia Corporation at least had one income statement item to celebrate this spring: undisputed leadership in 2007 bank annuity sales.

Volatility and Competition Squeeze GLWB Fees: Costs Are Sensitive to Many Internal and External Risk Factors

June 30, 2008 – More than a year ago, annuities guru Moshe Milevsky caused a mild sensation by publishing an article that called variable annuity guaranteed lifetime withdrawal benefits "underpriced." Now, thanks to a stretch of stomach-churning stock market volatility that has driven up the cost of hedging those guarantees by as much as 45 basis points, many other VA industry watchers agree.

He Gives New Meaning To 'Old Money'

June 30, 2008 – Cutler is one of the pillars of a relatively new discipline known as financial gerontology, working as a teacher, editor and policy expert in the field since the 1970s.

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