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New Savers Behavior Index Finds Optimism Among Affluent Investors
Affluent active savers are much more optimistic about their ability to reach their financial goals and their control level towards their finances than they are about the state...
AXA Equitable Launches Annuity for Plan Rollovers
AXA Equitable Life Insurance Company has launched a new variable annuity designed specifically as a rollover option for employees taking distributions from employer-sponsored retirement plans at Fortune 1000...
Though Strapped Financially, Most Aren’t Protecting Income
Although nearly all (95%) consumers would have to change their lifestyle if they lost part of their family’s income for three to six months, only about half reported...
Threadneedle Name Comes to U.S.
Threadneedle, a global asset manager based in London, has come to America.
Kim to Head Up NYLIM
New York Life Insurance Company says that John Y. Kim, 47, will join the company and head its investment management arm, New York Life Investment Management LLC (NYLIM).
2009 Selling – Polishing a Client's Retirement Plan
What effect does a retirement plan adviser have on a plan?
2009 Micro Plan Analysis – Small World
Data show micro plans are not simply miniature replicas of the larger-plan space
fiduciary fitness
(Non)Testing Grounds
What exactly is a qualified automatic contribution arrangement?
cover story
2008 Retirement Plan Adviser Team of the Year
FFoA, an NRP Member Firm (Pearl River, NY)
trendspotting
Annuities in 401(k) Increasingly Accepted
Annuities in defined contribution plans are gaining momentum as aging Baby Boomers seek to create guaranteed retirement income streams, according to "Guaranteed Annuities in Defined Contribution Plans," a...
investment-oriented
Balancing Act
The classic 60/40 balanced fund benchmark may not work anymore, but advisers can utilize other gauges
sales champ
Closing the Deal
The finals presentation is the end of one process and the beginning of another
trendspotting
Iowa Is First State To Use Improved Annuity Disclosures
The Iowa Division of Insurance will be the first U.S. state regulator to implement an initiative designed to improve consumer understanding of fixed and indexed annuities.