Retirement

Displaying 11581 results
RETIREMENT PLANNING JUL 26, 2012
Life insurance agent accused of scamming Lincoln, N.Y. Life

Allegedly raked in big commissions by selling policies that greatly exaggerated applicants' net worth; faces 30 years in prison, forfeiture of Escalade

RIAS JUL 25, 2012
Estate tax becomes focal point of fiscal-cliff debate

GOP hopping mad that issue is left out of Senate Democratic bill.

New deadline looms for retirement plan fee disclosure
RETIREMENT PLANNING JUL 24, 2012
New deadline looms for retirement plan fee disclosure

Now that a new federal rule took effect requiring plan providers to disclose certain 401(k) fees, sponsors have until the end of next month to pass the word to participants

RETIREMENT PLANNING JUL 24, 2012
New fee disclosure rules could shake up 401(k) world

Financial advisers who work with 401(k) plan sponsors — as well as those prospecting for new clients in the retirement plan arena — will get a chance to shine this summer when new Labor Department fee disclosure rules kick in July 1.

RETIREMENT PLANNING JUL 22, 2012
Advisers prefer leaving alts in VAs to others

RETIREMENT PLANNING JUL 22, 2012
Life insurance guidelines could tie captive agents' hands

RETIREMENT PLANNING JUL 22, 2012
ESOPs may help business owner clients retire

When it comes to alts in VAs, advisers not DIYers: Jackson National
RETIREMENT PLANNING JUL 20, 2012
When it comes to alts in VAs, advisers not DIYers: Jackson National

Some 40% of new flows are going in Guidance Portfolios, a packaged strategy; 'counter-correlated sleeve'

Genworth's Joelson steps down from running $75B portfolio
RETIREMENT PLANNING JUL 20, 2012
Genworth's Joelson steps down from running $75B portfolio

Genworth's chief investment officer Ronald Joelson, who oversees $75 billion in assets, is leaving to join Northwestern Mutual Life Insurance.

LIFE INSURANCE AND ANNUITIES JUL 20, 2012
Advisers, B-Ds retreat from Hartford

Freeing some seniors from required IRA distributions is worth the cost: J. Mark Iwry
RETIREMENT PLANNING JUL 19, 2012
Freeing some seniors from required IRA distributions is worth the cost: J. Mark Iwry

Worth the cost? Proposal would exempt from required IRA distributions seniors with less than $75,000 in retirement assets

3% deferral rate for 401(k)s not nearly enough: Mary Beth Franklin
RETIREMENT PLANNING JUL 19, 2012
3% deferral rate for 401(k)s not nearly enough: Mary Beth Franklin

Says employers need to at least triple standard salary set-aside for workers

RETIREMENT PLANNING JUL 19, 2012
Why IRAs aren't the same as 401(k)s

Delaying Social Security benefits 'best deal in town'
RETIREMENT PLANNING JUL 19, 2012
Delaying Social Security benefits 'best deal in town'

Convincing a client to delay taking Social Security may be a hard sell. But a little math shows why it's very good advice. IN's retirement expert, <b>Mary Beth Franklin</b>, runs the numbers for you.

Mary Beth Franklin: Will 401(k) fee disclosure boost index funds?
RETIREMENT PLANNING JUL 19, 2012
Mary Beth Franklin: Will 401(k) fee disclosure boost index funds?

With plan fiduciaries looking at costs more closely, passively managed funds likely to be attractive

Bought for $881, this LTCI policy's paid out $1.7M
RETIREMENT PLANNING JUL 19, 2012
Bought for $881, this LTCI policy's paid out $1.7M

Buyer began receiving benefits at 46 &#8212; and has been filing claims for 15 years; 'not the lottery'

Long-term-care insurance suddenly short on sellers
RETIREMENT PLANNING JUL 19, 2012
Long-term-care insurance suddenly short on sellers

Pru the latest marquee carrier to exit from the individual LTCI business; last day for sales is March 30

RETIREMENT PLANNING JUL 18, 2012
Financial planning firm dragged into NBA union firestorm

Union chief Hamilton requests resignation from Prim Capital; accusations of nepotisim

RETIREMENT PLANNING JUL 17, 2012
Navigating the 2013 investment taxes

RETIREMENT PLANNING JUL 17, 2012
No sure thing, but these strategies offer healthy yields