Insurer, shrinking its annuity business since 2012, plans enhanced surrender offers
But there's plenty of resistance from plan sponsors
Agency to enforce one IRA-to-IRA rollover every 365 days rule despite earlier interpretation.
If you found yourself reeling from this year's number, take steps now to avoid a repeat. Especially for entrepreneurs, quarterly payments are key.
Six tips could prevent your clients from getting slapped with a four-figure tax bill next year.
Rollovers used to be the 'Wild West' of regulation; now advisers need to watch out for new rules
Agency to enforce one IRA-to-IRA rollover every 365 days rule despite earlier interpretation
All brokers and advisers still are subject to principles of human decency, in addition to compliance rules.
Documents are way too long, information is split up among multiple documents, and the legalese is mystifying
Robert Reynolds' Great-West Financial agreed to acquire J.P. Morgan Retirement Plan Services, boosting its profile as a retirement plan record keeper and putting it at No. 2 in the retirement services business by participants nationally.
