As Republicans move to take the Affordable Care Act off the books, they don't intend to let taxes such as the investment-income levy survive.
While some call the annuities 'odious' due to complexity, others believe they're more straightforward than other annuity products.
A number of factors — DOL fiduciary, low interest rates and longevity — are coming together in favor of annuities if certain impediments are eliminated.
The record keeper joins three others — Fidelity, Voya and Xerox — in being sued over its relationship with the advice provider.
Adviser's approach can overcome client worries, such as that children won't have an incentive to work if they know how much they will inherit.
Advisers who don't assist with compliance are at risk of losing clients.
Insurers are speeding up their closures of L-share products as regulators crack down, but are quickly introducing new fee-based contracts.
This strategy is not going away with the rule changes authorized by the Bipartisan Budget Act of 2015.
Advisers said the prospect of lower income tax rates poses an opportunity to recommend employers add a 401(k) Roth feature, and discuss the benefits of Roth deferrals and conversions with employees.
Caution to consumers: Free doesn't always mean free.
Plan participant claims use of expensive proprietary funds cost employees millions in retirement savings.
Government lawsuits accuse one of the nation's largest student loan servicers of taking shortcuts to minimize its costs.
Plaintiff argues company “imprudently and disloyally larded the plan with unnecessary, expensive and poorly performing investment products and services.”
Advisers need to make sure they understand where clients are coming from and how this decision will impact their retirement security.
A significant portion of employers switched to a stable value or government money market fund in response to SEC reforms.
High-income surcharge based on new brackets next year.
In a recent letter, the Labor Department said target date funds using annuities may be a prudent default investment option for employers.
Getting a record keeper to fill out a legal document needed to divide a retirement account could cost more than $1,200.
Getting a record keeper to fill out a legal document needed to divide a retirement account could cost more than $1,200
You can play a large part in helping clients feel better equipped to handle such situations before they happen.
