Retirement

Displaying 11581 results
Carried interest tax break 'indefensible,' says Calpers CIO
REGULATION AND LEGISLATION MAY 30, 2012
Carried interest tax break 'indefensible,' says Calpers CIO

Dear slams 15% rate for PE firms, citing its 'gross unfairness'

Romney tax plan will ratchet down rates, deduct deductions: Source
REGULATION AND LEGISLATION MAY 30, 2012
Romney tax plan will ratchet down rates, deduct deductions: Source

INcite: Romney's tax returns shoot holes in his cap gain claim
REGULATION AND LEGISLATION MAY 30, 2012
INcite: Romney's tax returns shoot holes in his cap gain claim

Even with much higher rates, Bain had little trouble attracting capital

Gay-marriage laws leave disparities in federal tax treatment
RIAS MAY 30, 2012
Gay-marriage laws leave disparities in federal tax treatment

A same-sex marriage law that took effect July 24 in New York doesn't mean those couples can count on the same tax treatment that heterosexual unions receive, a discrepancy that some lawmakers and companies are seeking to mitigate.

RETIREMENT PLANNING MAY 29, 2012
The secret to picking dividend stocks? A certain ratio

EQUITIES MAY 27, 2012
Niche practice offers shield for advisers

Agent in church life-insurance flap: Parishioners were instructed to lie to Aviva
LIFE INSURANCE AND ANNUITIES MAY 25, 2012
Agent in church life-insurance flap: Parishioners were instructed to lie to Aviva

Claims agents coached them to tell insurer they were paying for policy premiums when outside parties actually did so

Life agents accuse Aviva of 'unclean hands' in unholy Stoli mess
LIFE INSURANCE AND ANNUITIES MAY 25, 2012
Life agents accuse Aviva of 'unclean hands' in unholy Stoli mess

In March, Aviva sued six life insurance agents over Stoli policies sold to 119 members of a church in Los Angeles. Now, those agents have fired back, claiming the carrier consented to the offer of the coverage.

Move over, Anthony Bourdain: Adviser films travelogue about retirement crisis
RETIREMENT PLANNING MAY 24, 2012
Move over, Anthony Bourdain: Adviser films travelogue about retirement crisis

Adviser turns camera on middle America; two RVs, a crew, and plenty of highway

Jackson National to buy Swiss Re's U.S. life business
RETIREMENT PLANNING MAY 23, 2012
Jackson National to buy Swiss Re's U.S. life business

Jackson National Life Insurance Co. will pay $621 million in cash for the life insurance assets of Swiss Re Group's American division

Jefferson National latest to add more alternatives to VA
ALTERNATIVES MAY 23, 2012
Jefferson National latest to add more alternatives to VA

Jefferson National Life Insurance Co. has bolstered its roster of alternative-investment offerings

Hartford reports pick up in VA surrender rate
RETIREMENT PLANNING MAY 23, 2012
Hartford reports pick up in VA surrender rate

In-force VA block lapse rate jumped by nearly 50% after Hartford announced it would leave annuity biz; many contracts in the money

Forethought at forefront as RJ pulls plug on Hartford annuities
RETIREMENT PLANNING MAY 23, 2012
Forethought at forefront as RJ pulls plug on Hartford annuities

Company not prepared to put annuities manufacturer on its platform

RETIREMENT PLANNING MAY 23, 2012
MetLife to pay $500M to settle death benefit probe

Multistate settlement follows review on whether companies were holding funds that should go to beneficiaries.

Security Benefit CFO: 'We're open to L.A. Dodgers investment'
LIFE INSURANCE AND ANNUITIES MAY 23, 2012
Security Benefit CFO: 'We're open to L.A. Dodgers investment'

Guggenheim's purchase of the Dodgers to close April 30, reportedly insurers will be tapped

The Hartford's annuity exit a shocker for advisers
RETIREMENT PLANNING MAY 23, 2012
The Hartford's annuity exit a shocker for advisers

Carrier's wholesalers met with advisers as recently as last week, said insurer was “committed” to annuity space

Young workers on 401(k) offerings: We want sure things
RETIREMENT PLANNING MAY 21, 2012
Young workers on 401(k) offerings: We want sure things

Gun-shy employees keen on investments that provide guaranteed income; little interest in diversification

Indexed target date funds hitting the mark with plan sponsors
RETIREMENT PLANNING MAY 21, 2012
Indexed target date funds hitting the mark with plan sponsors

Employers seeking lower fees, less volatile results through passive management

RETIREMENT PLANNING MAY 21, 2012
Time for a new 401(k) model?

Automatic features of the 401(k) have improved savings opportunities for millions can workers over the past few years, but more could be done now and no new legislation is needed.

Retirement savings tax breaks safe — for now
RETIREMENT PLANNING MAY 21, 2012
Retirement savings tax breaks safe — for now

At House hearing, neither Dems nor Republicans seemed eager to tinker with main selling point of 401(k)s and IRAs