ALI Launches Retirement Income Risk Tool

The Alliance for Lifetime Income (ALI) has launched a first-of-its-kind educational tool for consumers called the Retirement Income Security Evaluation (or RISE) Score, which it developed with Milliman, a Seattle-based independent actuarial and consulting firm.

Modeled after the familiar credit score scale of 0 to 850, the RISE Score provides consumers with a quick and simple assessment of their financial means and needs so they can better understand the risks and possible gap in their protected lifetime income. Since the score does not require its users to enter any personally identifiable information, it is safe and secure.

The RISE Score analyzes demographic information, retirement savings, projected retirement expenses and expected sources of retirement income against a host of risks that consumers may face in retirement. Financial advisors can use this assessment as the basis for a discussion of the importance of protected lifetime income in retirement, according to Jean Statler, executive director of the alliance.

The Alliance for Lifetime Income is a nonprofit formed and supported by national financial services organizations to create public awareness and to educate Americans about the importance of protected lifetime income.

Timothy Plan To Include Two New ETFs For The Faithful

The Timothy Plan mutual fund family has partnered with Victory Capital, a Cleveland subsidiary of Crestview Victory LP, to release two new exchange-traded funds for socially conscious Christian investors seeking to honor God with their money.

The Timothy Plan Large Cap Core and Timothy Plan High Dividend Stock ETFs, launched on May 1, are designed to be affordable, transparent, tax-efficient and simple ways to invest and steward God-given resources wisely, according to Timothy Plan founder Art Ally. Both ETFs offer investors the benefits of exposure to large-cap U.S. stocks, without subjecting them to the limitations of weighting.

Timothy Plan ETFs are distributed by Foreside Fund Services LLC. Timothy Partners Ltd. is the investment advisor, with Victory Capital Management Inc. acting as subadvisor.

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