Retirement Planning

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RETIREMENT RETIREMENT PLANNING MAR 26, 2012
'Demographic bust' will lead to lower returns across major asset classes

RETIREMENT RETIREMENT PLANNING MAR 25, 2012
Special report: Retirement income

What financial advisers need to know about building retirement income plans for their clients.

RETIREMENT RETIREMENT PLANNING MAR 25, 2012
Buckets vs. systematic withdrawals

RETIREMENT RETIREMENT PLANNING MAR 25, 2012
Retirement planning's tough choices

The Hartford does 'something drastic,' will exit annuity and life insurance businesses
RETIREMENT RETIREMENT PLANNING MAR 25, 2012
The Hartford does 'something drastic,' will exit annuity and life insurance businesses

Venerable insurer makes dramatic move amid pressure from shareholder John Paulson

DOL big: 12(b)-1 fees, revenue sharing part of the fiduciary package
RETIREMENT RETIREMENT PLANNING MAR 23, 2012
DOL big: 12(b)-1 fees, revenue sharing part of the fiduciary package

But still no specific timetable for issuance of revised rule

'Transformative events' shape client's financial thinking, survey finds
RETIREMENT RETIREMENT PLANNING MAR 23, 2012
'Transformative events' shape client's financial thinking, survey finds

Upper-middle class more worried about life's big moments than the next 12 months

Ponzied placekicker sets NFL records after hitting bottom: ESPN.com
RETIREMENT RETIREMENT PLANNING MAR 23, 2012
Ponzied placekicker sets NFL records after hitting bottom: ESPN.com

With a sick daughter, a missing fortune and an uncharacteristic hiccup in a key playoff game, luck just wasn't with current San Francisco 49ers kicker David Akers this time last year. What a difference a year makes.

RETIREMENT RIAS MAR 21, 2012
Breaking up is hard to do - especially with annuities

RETIREMENT RETIREMENT PLANNING MAR 21, 2012
The top 25 sellers of variable annuities

Participating issuers, ranked by sales

RETIREMENT RETIREMENT PLANNING MAR 21, 2012
The top 25 variable annuity providers through independent B-Ds

Top participating issuers of VAs

RETIREMENT RETIREMENT PLANNING MAR 21, 2012
Longevity insurance promising - but higher rates would help

Will BAML's new fiduciary service make big contribution to its DC business?
RETIREMENT RETIREMENT PLANNING MAR 20, 2012
Will BAML's new fiduciary service make big contribution to its DC business?

Bank of America's new fiduciary service will be available to plans with at least $25 million in defined-contribution assets and their retirement plan specialist advisers

RETIREMENT RETIREMENT PLANNING MAR 20, 2012
What's behind money in motion

VA clients holding on to their VAs instead of surrendering them
RETIREMENT RETIREMENT PLANNING MAR 19, 2012
VA clients holding on to their VAs instead of surrendering them

VA clients are less likely to surrender their variable annuities, as living benefits retain high value

Another snafu in DOL's plan to update fiduciary standard
RETIREMENT RETIREMENT PLANNING MAR 19, 2012
Another snafu in DOL's plan to update fiduciary standard

Letter sent to industry groups gave some one day to provide requested information; short notice

RETIREMENT RETIREMENT PLANNING MAR 18, 2012
These tech tools know how to take annuities into account

Americans: We're responsible for our financial well-being — just don't ditch Social Security
RETIREMENT RETIREMENT PLANNING MAR 16, 2012
Americans: We're responsible for our financial well-being — just don't ditch Social Security

Also believe it's Uncle Sam's job to protect investors from fraud

Lincoln may get more defensive with MoneyGuard hybrid
RETIREMENT RETIREMENT PLANNING MAR 15, 2012
Lincoln may get more defensive with MoneyGuard hybrid

Insurer mulling raising fees and cutting benefits on popular product; low interest rates to blame

RETIREMENT RETIREMENT PLANNING MAR 14, 2012
Social Security meets a brave new world

Supreme court considers request for Social Security survivor benefits for twins born 18 months after father's death.