Retirement

Lessons from the Financial Crisis

Boston University Professor Laurence Kotlikoff is full of interesting ideas on a range of topics--including personal finance and retirement planning.

A recent piece of his provides a good overview of the factors that contributed to the financial crisis.

Obama and Annuities

Much has been written and discussed over the past several weeks since the Obama Administration suggested that annuities may play a key role in the financial and retirement planning lives of millions of Americans.

This discussion topic should serve as a thread for thoughts and comments on this somewhat controversial issue.

The Head of Retirement and Services at BofA Merrill Lynch Offers Views on Retirement Planning Reform

Andy Sieg is the head of Retirement Planning and Services for Bank of America Merrill Lynch. Sieg provides his views on retirement planning reform in a recent op-ed piece in Investment Advisor. Among Sieg's points are: Support of the steps recently outlined by the Obama Administration to ancourage and support adequate financial planning for retirement. Specifically, support of incentives such as automatic enrollment for employer-sponsored savings options such as 401ks and IRAs. Support of...

Putnam Investments is Positioning Itself at the Forefront of the Retirement Income Industry

Both the Obama Administration and Congress are considering ways in which Americans can become more aware of the need for guaranteed lifetime income .
Glossary: 

Demand for Talent is Strong in the Retirement Income Market

A recent study by IbisWorld estimates that the cumulative revenue growth in the retirement planning industry over the next decade will be 134%. Demand for skills in and around retirement income products and distribution is very high at the moment, and this will likely continue to be the case.

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