Life Insurance And Annuities

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RETIREMENT RETIREMENT PLANNING SEP 02, 2014
What top 401(k) plans do differently

A new ranking reveals which industries have the best plans — and what features set them apart.

RETIREMENT RETIREMENT PLANNING AUG 31, 2014
Small businesses still ailing in wake of Affordable Care Act

The ACA has helped individuals, but small business employers continue to struggle with the new law. <b><i>Plus: <a href=&quot;http://www.investmentnews.com/section/specialreport/20140831/HEALTH&quot;>Don't miss our full Health Care Planning special report.</a></b></i>

RETIREMENT EQUITIES AUG 29, 2014
Bears are giving up and that could be a bad sign

<i>Breakfast with Benjamin:</i> What's it mean when bears capitulate? Plus: The housing market recovery and homebuilder ETFs; 529s not so popular and here's why; Apple's big news; and the long-term-care insurance question.

RETIREMENT RETIREMENT PLANNING AUG 21, 2014
How higher Medicare premiums affect Social Security benefits

One woman finds out the real reason why her Social Security check declined.

RETIREMENT RETIREMENT PLANNING AUG 20, 2014
GAO report calls for more disclosure of managed accounts in 401(k)s

The Labor Department should require providers to share more on fees, performance and benchmarking, GAO says.

RETIREMENT LIFE INSURANCE AND ANNUITIES AUG 20, 2014
BlackRock raises equity allocation in target date funds

Changes to LifePath Index come as other providers also have sought to increase equity allocations after retirement.

RETIREMENT LIFE INSURANCE AND ANNUITIES AUG 19, 2014
MassMutual raises retirement game with hiring spree

Insurer aims to boost position among retirement plans with around $15 million in assets.

RETIREMENT EQUITIES AUG 19, 2014
Greenback rallies ahead of the Fed minutes

<i>Breakfast with Benjamin:</i> The dollar rallies ahead of Fed news. Plus: Stocks historically love the Fed's Jackson Hole meeting; Argentina's latest gambit; insurance companies create new asset management opportunities; and regretting not buying Google at the IPO.

RETIREMENT RIAS AUG 15, 2014
BofA settlement comes back to bite homeowners

On today's <i>Breakfast with Benjamin</i> menu: BofA settlement bites homeowners. Plus: Warren Buffett feels compliance pain; a mortgage shop tries financial advice; fewer stocks participating in the bull market run; and stocks that could benefit from the ALS ice-bucket challenge.

RETIREMENT RIAS AUG 15, 2014
REITs, RIA regulation, retirement planning and risk grab advisers' attention

<i>InvestmentNews</i>' four must-read stories of the week cover this ecclectic set of 'R' subjects.

RETIREMENT LIFE INSURANCE AND ANNUITIES AUG 13, 2014
Variable annuity scam architect settles with SEC, admits to wrongdoing

As part of an SEC settlement, ex-broker admitted to running an $80 million scheme that profited from the deaths of terminally ill patients.

RETIREMENT BROKER DEALERS AUG 11, 2014
Ladenburg Thalmann acquires insurance brokerage

RETIREMENT RETIREMENT PLANNING AUG 11, 2014
Surrender fees haunt legacy 403(b) plans

As employers move to lower-cost retirement options, some plans charge as much as 8% to switch.

RETIREMENT RETIREMENT PLANNING AUG 08, 2014
This week's top stories for advisers

RETIREMENT RETIREMENT PLANNING AUG 08, 2014
Little has changed in health of Social Security system

Projected shortfalls still a concern in updated report

RETIREMENT RETIREMENT PLANNING AUG 08, 2014
Can an adviser affiliated with an insurance company be fee only? Yes.

State rules on insurance affiliation complicate fee-only status for some CFPs.

RETIREMENT LIFE INSURANCE AND ANNUITIES AUG 05, 2014
Structured product annuities pose challenges for regulators

As Voya plans to be the fifth company offering these newfangled products, regulators still struggle to classify them

RETIREMENT LIFE INSURANCE AND ANNUITIES AUG 05, 2014
Annuity industry pushes SEC for summary prospectus rule

Not on regulator's agenda until March 2015, industry believes sooner action would aid investor understanding.

RETIREMENT LIFE INSURANCE AND ANNUITIES AUG 05, 2014
Variable annuity sales raising concern: Finra official

Product remains at top of investor complaint list and the self-regulator wants to ensure investors understand what they're getting into.

RETIREMENT RETIREMENT PLANNING AUG 03, 2014
Open Medicare enrollment season gives clients a chance to save

Mary Beth Franklin on how Medicare's annual open enrollment season is an ideal time for clients to shop around for new Medicare coverage &#8212; even if they are happy with their current plan &#8212; to see if it is still appropriate for their needs.