The Pension Protection Act allows 1035 exchanges from an existing nonqualified annuity into a long-term care qualified annuity
The current environment may increase clients' interest in establishing estate plans and getting all the necessary documents in place
Opportunity zone funds have taken in over $10 billion, and more than $3 billion of that was invested since January
Survey shows majority of advisory clients still plan to retire on time
Baby boomers are at a particularly high risk for permanent job loss, and that could affect retirement security
The planning tool will help advisers explain the role of annuities in retirement
A recent bill proposes tripling 401(k) and IRA limits this year
Plan participants' lack of savings is increasing their reliance on loans and distributions from DC plans
The insurance giant announced an exclusive deal to distribute unit investment trusts
Ed Slott discusses whether clients who already took required minimum distributions this year can put that money back in light of the CARES Act
The coronavirus recovery bill allows for the full deduction of your donation up to your adjusted gross income
The stock market eroded account balances, but savers increased their contributions
The new chief commercial officer position signals a focus on holistic planning
Not knowing how their advisers are compensated affects clients' trust, according to a Hearts & Wallets report
Most plan participants are not shifting allocations, but they are looking for loans or hardship withdrawals
The firm will act as a fiduciary for insurance provider selection for qualified longevity annuity contracts
Ed Slott clears up questions about how the CARES Act will affect required minimum distributions
Somerset Securities recently filed a case against the insurer over its 2018 decision to halt trail commissions on certain variable annuity contracts
Plan sponsors will need to amend their plans to cover the CARES Act changes that they decide to implement
Market volatility may be biggest factor in producing retirement shortfalls, according to the Employee Benefit Research Institute
