Retirement Planning

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Clients kind of blue over IBM's 401(k) surprise
RETIREMENT RETIREMENT PLANNING DEC 10, 2012
Clients kind of blue over IBM's 401(k) surprise

Corporate bellwether's move to annual lump sum match seen as coming attraction; new planning required

RETIREMENT RETIREMENT PLANNING DEC 09, 2012
Many unaware of this Social Security twist

RETIREMENT RETIREMENT PLANNING DEC 09, 2012
Sandy could blow through IRAs

RETIREMENT RETIREMENT PLANNING DEC 09, 2012
Tweaking your home to 'age in place'

RETIREMENT RETIREMENT PLANNING DEC 09, 2012
Finra on to B-Ds that sold VAs with hedge funds

RETIREMENT RETIREMENT PLANNING DEC 09, 2012
The case for fixed-indexed annuities

RETIREMENT RETIREMENT PLANNING DEC 09, 2012
Investing strategies as taxes rise

RETIREMENT RETIREMENT PLANNING DEC 07, 2012
Nursing homes bleed assets dry: Study

Median household wealth zapped by stay of over thirty days; the good news — once you're broke, Medicare kicks in

RETIREMENT RETIREMENT PLANNING DEC 06, 2012
Insurer settles charges that it slow-paid on LTCI claims

On follow-up exam, regulators found Bankers Life had not fully implemented previous recommendations

Them's the brakes: VA sales skid
RETIREMENT RETIREMENT PLANNING DEC 05, 2012
Them's the brakes: VA sales skid

Off 8% in third quarter; MetLife drops to No. 3 behind Pru, Jackson National

RETIREMENT RETIREMENT PLANNING DEC 05, 2012
MassMutual settles with SEC over VA disclosures

Carrier failed to reveal the negative impact of a growth cap on rider; agents also confused.

Big VA seller puts the brakes on
RETIREMENT RETIREMENT PLANNING DEC 05, 2012
Big VA seller puts the brakes on

Stop us if you've heard this one before: Another big seller of variable annuities has tamped down on the business.

RETIREMENT RETIREMENT PLANNING DEC 04, 2012
Surprise! Plan sponsors chose advisers based on comfort, fit — not pricing

Chemistry, services more important than fees: Franklin Templeton

Advisers not very confident on their annuity know-how
RETIREMENT RETIREMENT PLANNING DEC 04, 2012
Advisers not very confident on their annuity know-how

Morningstar research shows that advisers prefer systematic withdrawals in retirement; lack confidence in their annuity know-how.

Mutual insurers ramp up development of deferred-income annuities
RETIREMENT RETIREMENT PLANNING DEC 04, 2012
Mutual insurers ramp up development of deferred-income annuities

'Buy now, get income later' is becoming a sellable argument to clients

RETIREMENT RETIREMENT PLANNING DEC 03, 2012
Pay attention to charitable IRA rollovers

RETIREMENT RETIREMENT PLANNING DEC 03, 2012
So where did The Hartford go?

Major player in advice industry pulls a 180-degree turn in reorg; 'almost non-existent'

Sign of the times as insurers seek yield in riskier investments
RETIREMENT RETIREMENT PLANNING DEC 03, 2012
Sign of the times as insurers seek yield in riskier investments

Alternative investments, commercial mortgages, junk bonds all on the menu

RETIREMENT RETIREMENT PLANNING DEC 02, 2012
MetLife B-D chief leaves company

The head of MetLife's broker-dealer operations has parted ways with the insurer. So far, the carrier's management has offered no explanation for the departure.

RETIREMENT RETIREMENT PLANNING DEC 02, 2012
Self-directed IRAs complex, but they can be profitable