
Tamiko Toland
@tamikotoland
Annuity Yoda | consultant | former journalist who plays nicely w/quants & actuaries | opinions my own
ID: 824375213211140096
25-01-2017 21:55:41
328 Tweet
177 Followers
247 Following



Thanks for calling out the great work of the Consortium! Proud of CANNEX's ongoing contribution and john faustino and Broadridge Fi360's commitment to the effort. Bonnie Treichel is truly a treat to work with!

A free lunch maybe but it's no rubber chicken. Great job David Blanchett pointing out this anomaly and recognizing that real life pricing (CANNEX) is unpredictable. For more, check out this brief (w/Michael Finke) cannex.com/wp-content/uplā¦


Itās time to say YES to Income (in #401k) Bonnie Treichel Andrew Stumacher AllianceBernstein (AB) Ed Malone Nationwide Michael De Feo Allianz Broadridge Fi360 Conference #BRFi360Conf #401k


Apparently this Almond Breeze is good for a loooooong time. I'll be passing it on to the scions for sure. Just don't freeze it!



ā¤ļø-Sponsors DO want employees to remain IN #401k plan through #retirement & participant gets #fiduciary advice, institutional pricing & hopefully access to #guaranteedincome solutions! Ps. Itās also good for sponsors as those balances should be highest David Blanchett

š¤Why should a plan sponsor go through all the work and take on the risk of adding lifetime income solutions? Check out the šÆ answer to this and 4 more šās here: napa-net.org/news-info/dail⦠Thanks to Nevin Adams and NAPA - National Association of Plan Advisors for sharing. Bonnie Treichel

š¤ How does a plan fiduciary select and monitor lifetime income solutions? Good question: it's not the same as evaluating investments. The key is to focus on fair comparisons and outcomes, not just fees. Thanks to Nevin Adams at NAPA - National Association of Plan Advisors American Retirement Association napa-net.org/news-info/dailā¦


Tamiko Toland TIAA Congrats Tamiko Toland - good to have you as an advocate for #guaranteedincome in #401k

Well-written article by . for MarketWatch on contingent deferred annuities, which allow advisors to hold investments outside an annuity wrapper and buy pure retirement income protection. A fascinating concept. Comments by Tamiko Toland RetireOne āļø marketwatch.com/story/this-insā¦

Is this really the time for plans to cover the bases of retirement income? My position is well known but Michael Finke and Bonnie Treichel will paint the picture from where they sit!