Retirement

Displaying 11581 results
RETIREMENT PLANNING MAR 28, 2018
Retirement plan advisers ignore content marketing at their peril

Content marketing is not an alternative to other forms of client prospecting.

OPINION MAR 28, 2018
DOL proposal on association health plans could help advisers

Allowing groups to negotiate health plans with insurers could make it easier for small businesses to find affordable coverage.

PRACTICE MANAGEMENT MAR 26, 2018
6 ways to leverage tax reform in your marketing strategy

Changes like tax reform give you an opportunity to educate and provide value to the public.

RETIREMENT PLANNING MAR 26, 2018
Gannett 401(k) participant sues over stock holdings in former parent company

Complaint alleges the decline in the stock cost plan participants an estimated $135 million.

LIFE INSURANCE AND ANNUITIES MAR 26, 2018
DOL fiduciary rule lawsuit withdrawn by fixed annuities group in DC federal court

National Association of Fixed Annuities puts focus on 5th Circuit Appeals decision to kill regulation.

RETIREMENT PLANNING MAR 23, 2018
Cost-cutting takes precedence in competitive defined-contribution environment

Managers of target-date funds continue to find ways to reduce fees

RETIREMENT PLANNING MAR 23, 2018
Billionaires donating to a Goldman charity unmasked by IRS error

The Goldman donor-advised fund is the fastest-growing charity in the U.S.

RETIREMENT PLANNING MAR 23, 2018
Billionaires donating to a Goldman charity unmasked by IRS error

The Goldman donor-advised fund is the fastest-growing charity in the U.S.

RETIREMENT PLANNING MAR 23, 2018
Social Security benefits losing buying power

Low inflation combined with rising Medicare costs threaten the adequacy of seniors' income.

RETIREMENT PLANNING MAR 23, 2018
Deciphering Social Security survivor benefit rules

Multiple regulations complicate claiming decision for an adviser and his widowed client.

REGULATION AND LEGISLATION MAR 22, 2018
Investment Adviser Association, Schwab press lawmakers for tax-reform adjustments to help advisers

Groups seek to restore deductibility for advisory fees and expand eligibility for pass-through benefits

LIFE INSURANCE AND ANNUITIES MAR 22, 2018
Here's how the top indexed, variable annuity sellers did last year

Allianz Life Insurance Co. of North America shed the most money on the indexed side, and Prudential Annuities on the variable end, both losing more than $2 billion in sales year-over-year.

TAX MAR 22, 2018
Higher estate-tax exemption level could mean less work for advisers

With fewer taxpayers affected by the federal estate tax, the demand for estate planning is diminished.

RETIREMENT PLANNING MAR 22, 2018
Should you use those free tools the 401(k) wholesaler gave you?

If advisers are given a free tool that makes them more competitive, are they still able to provide unbiased advice?

LIFE INSURANCE AND ANNUITIES MAR 21, 2018
DOL fiduciary rule: 5th Circuit decision could be big win for indexed annuities

The fiduciary rule may be taken off the books as a result of the ruling, and an SEC fiduciary standard wouldn't cover products not registered as securities

RETIREMENT PLANNING MAR 21, 2018
Aon Hewitt wins 401(k) lawsuit over robo-adviser kickbacks

It's the fourth time a retirement-plan record keeper has prevailed in a lawsuit scrutinizing fees received from Financial Engines.

RETIREMENT PLANNING MAR 20, 2018
Social Security benefits losing buying power

Low inflation combined with rising Medicare costs threaten the adequacy of seniors' income.

RETIREMENT PLANNING MAR 19, 2018
Senior Wells Fargo exec: No FBI interviews here

Memo denies Journal's claim that the FBI interviewed employees in the bank's wealth management group.

OPINION MAR 17, 2018
Your role in people's happiness

Financial wellness brings a lot more to an individual than peace of mind.

RETIREMENT PLANNING MAR 17, 2018
Growing pains for 401(k) advisers

Support for newbies dwindles as fees decline and profits shrink.