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Defined Benefit Plans

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In Uncertain Times, Do Annuities Make Sense?

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Annuities can play a role in different ways during periods of volatility.

Goals-Based Investing

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This investment strategy enables advisors to help clients meet personal objectives without chasing returns.

Illinois Gets Third Upgrade On Rebounding Revenue, Reserves

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Illinois has made strides in recent years toward shoring up its finances, aided in part by billions in federal aid.

How To Fix The Broken U.S. Retirement-Savings System

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The country can do better than its current mess of regressive tax breaks. A fairer, simpler system wouldn't even cost more.

Covid's Effect On Long-Term-Care Insurance

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Underwriting standards appear to be getting tougher.

Challenging Modern Portfolio Theory

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“A good portfolio is more than a long list of good stocks and bonds. It is a balanced whole, providing the investor with protections and opportunities with respect to a wide range of...

The Oh Sh*t Moments Of Retirement Planning

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Preparation for life events is underrated. And uncommon.

New Bill Would Allow 401(k)s To Use Annuities As Default Investment

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The bipartisan proposal would allow plan participants to devote up to 50% of their assets to annuities.

Superstitious Retirement

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Retirement is not something you have to pray for luck about.

Proposed IRS Rules Complicate Inheritance Distributions

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Attempts by the IRS to clarify RMD issues in the wake of the SECURE Act create more confusion.

Alarming Amounts Of Money Are Leaving Retirement Plans, Says Morningstar

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That decrease cuts the leverage that retirement plan sponsors have in negotiating with asset managers.

J.P. Morgan Tells Advisors To Assume Retirees Will Live To 100

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Increasing life spans are putting pressure on advisors and clients to plan for enough retirement income, the firm said.

U.S. Pensions Face Demands To Exit Hard-To-Unwind Russia Assets

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Unwinding such assets is complex and could mean losses as they are trading at deep discounts.

Cryptos For Retirement Plans

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This advisor helped a client use digital currencies to further his retirement goals.

Calpers Names Nicole Musicco As New CIO

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She becomes the second woman ever to run investments at the largest U.S. public pension fund.

Goals-Based Retirement Withdrawals Are All The Rage

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PIMCO is among the companies implementing strategies for decumulation and income in retirement.

Stomach-Churning Stock Swings Draw Red Line Under The 'Big' In Big Tech

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The unprecedented slide in shares of Facebook's parent is hitting low-cost index funds, ETFs and 401(k) favorites.

Non-Covered Pensions Exceeded Return Targets In 2021, Report Says

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Pensions for public employees not enrolled in Social Security benefited from last year's U.S. economic rebound.

DOL Warns Firms About Conflicts Lurking In Payout Grids

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The department says the grids might push advisors to recommend more expensive products.

Goldman Sachs Says Young U.S. Workers Are Plotting Early Retirements

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A quarter of Gen Zers want to retire before age 55, said a Goldman Sachs Asset Management survey.

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