Retirement

Displaying 11581 results
RETIREMENT PLANNING MAR 11, 2013
Mining company bankruptcy the canary in coal mine for pensioners

Promised health care benefits for 10,000 on the cutting block; 'rug pulled out from under you'.

RETIREMENT PLANNING MAR 10, 2013
Advisers pitching 401(k) plans: Do your homework

Research shows plan sponsors turn to referrals from peers to find advisers with whom they would like to work, rather than responding positively to cold calls

RETIREMENT PLANNING MAR 10, 2013
Near-retirees need a plan for debt

RETIREMENT PLANNING MAR 09, 2013
Mary Beth Franklin: Jumping the gun on Social Security a big mistake

Timing is key to wringing out the most dollars; magic number

RETIREMENT PLANNING MAR 09, 2013
Mary Beth Franklin: Don't forget kids in Social Security strategy

Factoring a child's benefit into claiming strategy can boost family income

RETIREMENT PLANNING MAR 09, 2013
Mary Beth Franklin: Why the merry widow is so darned merry

Social Security survivor benefits usually continue after late-in-life remarriage

RETIREMENT PLANNING MAR 08, 2013
Footnote offers toehold in to rollover business, but snares abound

Advisers can snag accounts, they just can't pitch for them

RETIREMENT PLANNING MAR 08, 2013
Nationwide decides to sign, settles death benefits probe

Insurer agrees to shell out $7.2 million following multistate market conduct exam

RETIREMENT PLANNING MAR 07, 2013
DOL's fiduciary proposal could rankle reps

Expected to impose higher standard of care on brokers; 'in-your-face disclaimer'

RIAS MAR 07, 2013
Mary Beth Franklin: How to couple survivor and retirement benefits

Wife's terminal illness allows husband to plan for a future alone

RETIREMENT PLANNING MAR 05, 2013
Eliminating 12(b)-1 fees won't help IRA holders: report

Questioning whether eliminating the incentive payments on mutual funds that investors buy when they roll out of their 401(k)s ultimately would protect investors

RETIREMENT PLANNING MAR 04, 2013
Social Security speak has advisers lost in translation

'File and suspend' and 'voluntary suspension' not the same thing; who knew?

RETIREMENT PLANNING MAR 03, 2013
Helping employees reach goals

The adviser's role has expanded into shepherding plan participants toward retirement

RETIREMENT PLANNING MAR 03, 2013
A step-by-step guide to selecting vendors

One challenge in advising plans is choosing a "reasonable' agreement among service providers

RIAS MAR 03, 2013
Two MetLife B-Ds on Cetera's radar

Company is said to be pursuing an acquisition of one or more broker-dealers

RETIREMENT PLANNING MAR 01, 2013
Are VA settlements a good deal?

RIAS MAR 01, 2013
Fee-based products attract attention

TAX FEB 28, 2013
Camp's tax proposal enters the revenue-neutral zone

House Ways and Means boss backs comprensive reform -- but not hiking rates

RETIREMENT PLANNING FEB 28, 2013
OppenheimerFunds seeks to rebuild retirement plan cred

RETIREMENT PLANNING FEB 24, 2013
Private-equity jumping into annuities could be bad news for insurers

Private-equity firms have been jumping into the VA business like crazy. On Tuesday, Moody's weighed in on the subject. Advisers should take note.