Retirement

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RIAS JUN 21, 2012
Roth 401(k) gains popularity as way to ax retirees' taxes

Stillwater runs dry as OSU, Pickens come up empty in insurance battle
RETIREMENT PLANNING JUN 21, 2012
Stillwater runs dry as OSU, Pickens come up empty in insurance battle

Judge rejects bid to recoup $33 million in soured funding scheme for school's athletic department; life insurance policies taken on 27 donors

RETIREMENT PLANNING JUN 20, 2012
New CE Quiz: Investment and retirement planning

This quiz is based on several recent columns and articles from InvestmentNews that explore the use and performance of alternative investments, as well as developments in the retirement and 401(k) landscape.

Retirement plan providers band together to stop DB proposal in California
RETIREMENT PLANNING JUN 19, 2012
Retirement plan providers band together to stop DB proposal in California

Measure would create public pension for private workers; industry groups cite potential underfunded liabilities

GM pension deal heaps 'significant risk concentration' on Pru: Moody's
RETIREMENT PLANNING JUN 19, 2012
GM pension deal heaps 'significant risk concentration' on Pru: Moody's

Insurer faces asset liability management and longevity risks tied to pension obligations; 'credit negative'

GM follows in Ford's tracks, offers lump sum to retirees
RETIREMENT PLANNING JUN 19, 2012
GM follows in Ford's tracks, offers lump sum to retirees

Automaker also shifting balance of pension plan to Prudential

RETIREMENT PLANNING JUN 18, 2012
DOL does turnaround, backs off controversial brokerage window provisions

In a surprise move, the Department of Labor backed off an earlier provision that tightened the standards governing brokerage account windows. The response of 401(k) advisers and consultants? Huzzah.

For 401(k) advisers, standard come-ons not cutting it anymore
RETIREMENT PLANNING JUN 18, 2012
For 401(k) advisers, standard come-ons not cutting it anymore

Open architecture and fund selection now commonplace; 'evolution'

INsider: Timeline for fiduciary rule slip-sliding away
RETIREMENT PLANNING JUN 18, 2012
INsider: Timeline for fiduciary rule slip-sliding away

Labor Department now shooting to issue proposal during the first half of the year; request for IRA info could gum up the works

RIAS JUN 17, 2012
Contemplating an 18% long-term rate

RIAS JUN 17, 2012
Senate's Baucus sees opportunity to reshape Tax Code

RETIREMENT PLANNING JUN 17, 2012
Nontraded REITs feel heat despite sales

RETIREMENT PLANNING JUN 17, 2012
Carriers bet on life insurance in place of annuities

Is Medicare the next frontier for financial advice?
RETIREMENT PLANNING JUN 15, 2012
Is Medicare the next frontier for financial advice?

Expertise in government medical plan will boost an adviser's business, help retain clients, surveys show

Mary Beth Franklin reveals the magic number for claiming Social Security
RETIREMENT PLANNING JUN 15, 2012
Mary Beth Franklin reveals the magic number for claiming Social Security

Secret to getting the most money from Uncle Sam is like the secret of comedy: Timing

CPAs seek estate tax certainty from Congress
RIAS JUN 14, 2012
CPAs seek estate tax certainty from Congress

CPAs say uncertainty impedes proper estate planning, places undue burden on taxpayers

RIAS JUN 14, 2012
VA sales slow in 2012 as insurers leave the space

TAX JUN 13, 2012
Are incentive fees coming to funds?

80 the new 65? Retirement age needs radical adjustment, says AIG boss
RETIREMENT PLANNING JUN 12, 2012
80 the new 65? Retirement age needs radical adjustment, says AIG boss

AIG boss Robert Benmosche has offered a radical yet simple solution to gaping shortfalls in government pension and medical programs. Push the retirement age back -- way back.

RETIREMENT PLANNING JUN 12, 2012
Dilemma for Ford retirees: Monthly check or lump sum?