Retirement Planning

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Move over, Anthony Bourdain: Adviser films travelogue about retirement crisis
RETIREMENT RETIREMENT PLANNING MAY 24, 2012
Move over, Anthony Bourdain: Adviser films travelogue about retirement crisis

Adviser turns camera on middle America; two RVs, a crew, and plenty of highway

Jackson National to buy Swiss Re's U.S. life business
RETIREMENT RETIREMENT PLANNING MAY 23, 2012
Jackson National to buy Swiss Re's U.S. life business

Jackson National Life Insurance Co. will pay $621 million in cash for the life insurance assets of Swiss Re Group's American division

Hartford reports pick up in VA surrender rate
RETIREMENT RETIREMENT PLANNING MAY 23, 2012
Hartford reports pick up in VA surrender rate

In-force VA block lapse rate jumped by nearly 50% after Hartford announced it would leave annuity biz; many contracts in the money

Forethought at forefront as RJ pulls plug on Hartford annuities
RETIREMENT RETIREMENT PLANNING MAY 23, 2012
Forethought at forefront as RJ pulls plug on Hartford annuities

Company not prepared to put annuities manufacturer on its platform

RETIREMENT RETIREMENT PLANNING MAY 23, 2012
MetLife to pay $500M to settle death benefit probe

Multistate settlement follows review on whether companies were holding funds that should go to beneficiaries.

The Hartford's annuity exit a shocker for advisers
RETIREMENT RETIREMENT PLANNING MAY 23, 2012
The Hartford's annuity exit a shocker for advisers

Carrier's wholesalers met with advisers as recently as last week, said insurer was “committed” to annuity space

Young workers on 401(k) offerings: We want sure things
RETIREMENT RETIREMENT PLANNING MAY 21, 2012
Young workers on 401(k) offerings: We want sure things

Gun-shy employees keen on investments that provide guaranteed income; little interest in diversification

Indexed target date funds hitting the mark with plan sponsors
RETIREMENT RETIREMENT PLANNING MAY 21, 2012
Indexed target date funds hitting the mark with plan sponsors

Employers seeking lower fees, less volatile results through passive management

RETIREMENT RETIREMENT PLANNING MAY 21, 2012
Time for a new 401(k) model?

Automatic features of the 401(k) have improved savings opportunities for millions can workers over the past few years, but more could be done now and no new legislation is needed.

Retirement savings tax breaks safe — for now
RETIREMENT RETIREMENT PLANNING MAY 21, 2012
Retirement savings tax breaks safe — for now

At House hearing, neither Dems nor Republicans seemed eager to tinker with main selling point of 401(k)s and IRAs

Thrown some curves, service providers finally 'ahead of the curve' for 401(k) disclosures
RETIREMENT RETIREMENT PLANNING MAY 21, 2012
Thrown some curves, service providers finally 'ahead of the curve' for 401(k) disclosures

Study shows plan sponsors are mostly satisfied with fee info they're now receiving; much-delayed rule kicks in July 1

Search for retirement income leads to unlikely sources
RETIREMENT RETIREMENT PLANNING MAY 17, 2012
Search for retirement income leads to unlikely sources

Reverse mortgages and managed futures emerging as options for affluent clients; munis in the mix as well

Don't suffer an IRA tax faceplant
RETIREMENT RETIREMENT PLANNING MAY 16, 2012
Don't suffer an IRA tax faceplant

Mistakes with retirement account taxes are common with IRS rules so complex

Four-percent rule a relic, advisers say
RETIREMENT RETIREMENT PLANNING MAY 16, 2012
Four-percent rule a relic, advisers say

More flexibility with withdrawal rate needed; emerging-markets investments change assumptions

The return of pensions? Treasury backs annuities in retirement plans
RETIREMENT RETIREMENT PLANNING MAY 16, 2012
The return of pensions? Treasury backs annuities in retirement plans

American retirement security now ranks as a top concern of the White House, right up there with unemployment and the federal budget deficit. In a joint announcement Thursday, the Departments of Treasury and Labor unveiled two executive actions to expand the transparency of 401(k) fees and broaden the availability of retirement plan payout options to encourage the use of annuities to provide lifetime income.

IRA business to boom, but advisers won't see much of it
RETIREMENT RETIREMENT PLANNING MAY 16, 2012
IRA business to boom, but advisers won't see much of it

Large record keepers in the catbird's seat with retirement account assets set to grow by 37% in next four years

RETIREMENT RETIREMENT PLANNING MAY 15, 2012
A case of two wives and one pension

U.S. economy needs another miracle as productivity slows
RETIREMENT RETIREMENT PLANNING MAY 15, 2012
U.S. economy needs another miracle as productivity slows

The world's largest economy may need its second miracle in 15 years as waning productivity growth sets the stage for slower income gains, fewer job opportunities and larger federal deficits in the U.S.

RETIREMENT RETIREMENT PLANNING MAY 14, 2012
Ratings upgrade a real benefit to Security Benefit, says insurer's boss

Kiley says A rating will boost distribution of annuities; carrier's premiums already on the rise

U.S. workers short on long-term disability coverage
RETIREMENT RETIREMENT PLANNING MAY 14, 2012
U.S. workers short on long-term disability coverage

Despite employers' cutting back on benefits, few employees purchasing policies on their own