Promised health care benefits for 10,000 on the cutting block; 'rug pulled out from under you'.
Research shows plan sponsors turn to referrals from peers to find advisers with whom they would like to work, rather than responding positively to cold calls
Timing is key to wringing out the most dollars; magic number
Factoring a child's benefit into claiming strategy can boost family income
Social Security survivor benefits usually continue after late-in-life remarriage
Advisers can snag accounts, they just can't pitch for them
Insurer agrees to shell out $7.2 million following multistate market conduct exam
Expected to impose higher standard of care on brokers; 'in-your-face disclaimer'
Wife's terminal illness allows husband to plan for a future alone
Questioning whether eliminating the incentive payments on mutual funds that investors buy when they roll out of their 401(k)s ultimately would protect investors
'File and suspend' and 'voluntary suspension' not the same thing; who knew?
The adviser's role has expanded into shepherding plan participants toward retirement
One challenge in advising plans is choosing a "reasonable' agreement among service providers
Company is said to be pursuing an acquisition of one or more broker-dealers
Private-equity firms have been jumping into the VA business like crazy. On Tuesday, Moody's weighed in on the subject. Advisers should take note.
