Adapting strategies to create new retirement income solutions for Americans during a critical and volatile time is the focus of the 5th Annual Conference on Managing Retirement Income (MRI). Produced by the Institute for International Research with exclusive endorsement from the Retirement Income Industry Association (RIIA), the event will take place February 9 through February [...]

The U.S. division of Sun Life Financial Inc announced that Stephen L. Deschenes has been named Senior Vice President and General Manager of its Annuities Division. In this role, Deschenes will oversee Sun Life’s annuity business line, working with the company’s marketing, actuarial and distribution units to build best practices and create a diversified portfolio [...]

Silverlink Communications Inc., the leader in healthcare consumer communications, and Health Dialog, a leading provider of care management and analytic services, are scheduled to present this week at AHIP Institute 2009, one of the healthcare industry’s most influential conferences. The companies will jointly address the value of using analytical techniques to positively drive healthcare behavior [...]

Caught between supporting kids, caring for aging parents, and planning for their own retirement, many Americans in the Sandwich Generation, adults 40-60 caring for both younger and older dependents, are struggling to balance financial and emotional challenges during the recession. According to Age Wave’s 2009 Retirement Tipping Point Report, 40% of the Sandwich Generation now [...]

Thrive® Income Distribution System, LLC, in partnership with the Retirement Income Solutions Enterprise® (RISE), has launched a turn-key planning and selling system designed to help advisors grow a profitable retirement income advice practice. Equally as important, Thrive®’s complete system helps advisors rescue the retirement aspirations of clients and prospects faced with significant portfolio losses.
The centerpiece [...]

With the Federal Reserve predicting unemployment to reach 8.8 percent in 2009, jobless workers may need the extra benefits from the American Recovery and Reinvestment Act. But unemployed workers should factor in the tax implications of these benefits to avoid owing at tax time.
“If you’re one of the millions of Americans who are unemployed, an [...]

Unum Group announced that Robert C. Greving, executive vice president, chief financial officer and chief actuary, will be retiring from the company later this year. The company has initiated a search for his successor.
“Bob has been an integral part of our senior leadership team for more than a decade, and he has been instrumental in [...]

Fidelity National Financial, Inc a leading provider of title insurance, specialty insurance, claims management services and information services, announced that its Board of Directors has declared a quarterly cash dividend of $0.15 per share. The dividend will be payable March 31, 2009, to stockholders of record as of March 17, 2009.
Fidelity National Financial, Inc is [...]

Employers who sponsor retirement plans face rigorous new reporting requirements at the end of this calendar year. To comply, they need to start collecting and saving extensive additional data now.
The Principal Financial Group® has unveiled new tools to help ease the additional administrative burden on plan sponsors that comes with new Form 5500 and retirement [...]

As passage of federal legislation and regulatory action requiring retirement plan fee disclosure becomes more likely, plan providers are jumping on the “transparency” band wagon. But companies claiming they are getting ahead of the regulatory curve are way behind Securian Retirement.
“We have made it our practice to explain all of the fees in our retirement [...]