Affording health care during retirement remains the No. 1 concern of working Americans, according to a new survey from Edward Jones.
Tougher regulation in the 401(k) marketplace is driving “dabblers” out of the plan advisory business, according to an industry executive.
Deep job losses from the Great Recession, combined with dried-up job markets, have created a class of “accidental entrepreneurs” — people who start businesses because they have few other options.
Financial advisers are bulking up their resources — and bracing for client complaints — as they prepare for the Jan. 1 deadline to begin complying with new cost basis rules.
Instead of fighting with advisers over the estimated $1.5 trillion in 401(k) rollover assets, record keepers may want to work with them.
Generally speaking, financial advisers aren't exactly overjoyed when one of their industry associations raises its dues
Moody's Investors Service late yesterday downgraded John Hancock Life Insurance Co. (USA)'s insurance financial strength ratings, citing problems in the carrier's long-term-care insurance business.
The wealthiest investors in the U.S. put less of their holdings into structured products than the less affluent, according to a study commissioned by the Securities Industry and Financial Markets Association.
A one-two punch of tougher annuity regulations and low interest rates will continue to force insurers to rethink their fixed-annuity operations — and push some out of the market altogether — experts predict
After seeing their retirement savings devastated by the financial crisis, Americans may be more open to annuities as a way to ensure an income stream and protect against market downturns, according to an insurance industry leader.
Tougher regulation in the 401(k) marketplace is driving “401(k) dabblers” out of the plan advisory business, according to an industry executive.
The split in control of Congress means that legislative gridlock will shift the lead on pension issues to executive-branch agencies over next two years, pension industry lobbyists said.
Workers will be able to quickly and easily compare retirement plan investment options, including the fees charged in each, under a regulation promulgated today by the Labor Department.
Don't expect Citigroup Inc., the Carnegie Deli or any other Big Apple business to relocate to Sioux Falls anytime soon, but the moves certainly would make tax sense
Federal regulators soon will issue eagerly sought guidance to aid employers that want to amend their 401(k) plans to allow participants to roll over account balances into a Roth 401(k) plan
Earnings reports for life insurers reveal a possible threat to future profitability: old books of universal life business.
It remains to be seen whether lawmakers will extend tax cuts set to expire at the end of the year
If you want to believe that the lame-duck Congress will come to the rescue after Election Day and renew the Bush-era tax cuts, return the estate tax to its more palatable 2009 levels and increase the exemptions from the alternative-minimum tax, go ahead.
When it comes to tax planning, the general consensus among financial advisers and accountants can be summed up in that old motto: Don't put off until tomorrow what you can do today
Accountant helps Charlie Moneymaker, other card sharps with taxes, finances; 'don't get stupid'
