Documents are way too long, information is split up among multiple documents, and the legalese is mystifying
Albany reaches for more than 100% of taxable portion
Investors also take profits after strong year in the market
Robert Reynolds' Great-West Financial agreed to acquire J.P. Morgan Retirement Plan Services, boosting its profile as a retirement plan record keeper and putting it at No. 2 in the retirement services business by participants nationally.
The agency is returning to paper statements. Only 6% of workers had signed up for the online version since 2011.
Beacon finds 'client onboarding' has replaced social-media archiving as brokers' biggest technology challenge.
22 states do not recognize same-sex marriage, and some require LGBT filers to complete 'dummy' federal returns. Tax year 2013 was the first of what may be many confusing filing seasons.
Same-sex couples need new strategies in tough tax climate
Combined companies will have $220B in assets; Putnam chief Robert Reynolds named CEO of Great-West Lifeco U.S.
If the looming health savings crisis isn't enough to scare people into saving for retirement, maybe a healthy dose of peer pressure will do the trick.
As the number of audits climbs, here's what could put plan sponsors at risk for scrutiny
Investors took profits in 2012 before the top capital gains rate rose to 23.8% and President Obama's investment tax for his health care plan took effect. Capital gains surged 60% in 2012 over 2011.
A court decision sheds new light on issue of whether float income is a plan asset.
Some public employees may not be eligible for survivor benefits.
Longer lives and additional time in the labor force have shifted views on asset allocation
Wells Fargo report says few men or women are contributing recommended 10% to their 401(k)
Reports of the death of your retirement have been greatly exaggerated
Public sector workers' payments may be reduced.
As the population of seniors grows and life expectancies continue to increase, research shows that most people would prefer to live in their own homes as they age. Working with The Center for Innovative Care in Aging at the Johns Hopkins University School of Nursing, we identified key issues to address as you help your clients consider the realities of aging in place.
