Retirement

Goldman Sachs Focusing on Retirement Market with Acquisition

Goldman Sachs recently agreed to purchase Dwight Asset Management from Old Mutual . Dwight is a fixed income manager that specializes in stable value funds. The firm currently has $42 billion in assets under management. Stable value funds provide 401k plan participants with a very low risk fixed income option. The Dwight acquisition will allow Goldman to enhance its offerings in the defined contribution or 401k market. Stable value options are one of the largest asset classes in the 401k space...

Glossary:

Asset

Key Phrases:

Read more about Goldman Sachs Focusing on Retirement Market with Acquisition
Log in to post comments

Key Phrases:

Glossary:

Key Phrases:

Treasury Department Focuses on Longevity Risk with Retirement Income Guidance

The Treasury Department just released a proposed set of regulations that could have a meaningful impact on the retirement income market in the U.S.

The Treasury’s guidance package builds on feedback received in response to the request for comments issued by the Labor and Treasury Departments last fall.

The...

Glossary:

Individual Retirement Account

401k

Income

Pension Plan

Advanced Life Deferred Annuity

Required Minimum Distribution

Key Phrases Autotag:

Read more about Treasury Department Focuses on Longevity Risk with Retirement Income Guidance
tom's blog
Log in to post comments

Why Retirees Should Listen Closely to Bill Gross

As the manager of the largest bond fund in the world and a founder of PIMCO, Bill Gross is a leading authority on all things related to yield.

Since retirement finances are fundamentally about generating...

Glossary:

Key Phrases Autotag:

Read more about Why Retirees Should Listen Closely to Bill Gross
tom's blog
Log in to post comments

Key Phrases:

Glossary:

Key Phrases Autotag:

Q&A with Zvi Bodie and Rachelle Taqqu about Risk Less and Prosper’s Goal-Driven Approach to Investing

Is there a sense of “swimming upstream” when trying to propagate goal-based investing--as described in your new book Risk Less and Prosper--among existing financial advisors? Conventional practices and economic incentives are so heavily skewed towards modern portfolio...

Companies:

Key Phrases Autotag:

Glossary: