Retirement

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LIFE INSURANCE AND ANNUITIES JAN 03, 2008
NAIC announces 2008 execs, salaries

Catherine J. Weatherford, executive vice president and chief executive officer, will earn $370,000.

TAX DEC 28, 2007
New home sales fall 9% in November

Sales of new one-family homes fell to an annual rate of 647,000, according to the U.S. Census Bureau.

TAX DEC 28, 2007
Delayed AMT 'patch' to stall refunds

Up to 13.5 million taxpayers won’t be able to file their AMT-related returns until Feb. 11, said the IRS.

TAX DEC 27, 2007
Bush signs AMT 'patch' into law

The tax package also includes a seven-year renewal of a terrorism-insurance program.

LIFE INSURANCE AND ANNUITIES DEC 21, 2007
Marsh & McLennan CEO shown the door

The insurance company's president and chief executive, Michael G. Cherkasky, will step down.

LIFE INSURANCE AND ANNUITIES DEC 20, 2007
Group moves to bridge insurance GAP

America’s Health Insurance Plans today unveiled a proposal to provide health insurance coverage to more people.

REGULATION AND LEGISLATION DEC 20, 2007
'AMT patch' passed by Congress

About 21 million taxpayers will be spared the AMT for 2007 after the House approved an "AMT patch."

TAX DEC 20, 2007
Treasury explores revamp of business tax

Replacing the business income tax with a tax based on gross receipts would be beneficial, suggested the Treasury.

LIFE INSURANCE AND ANNUITIES DEC 19, 2007
Insurers prescribe broader health care

America’s Health Insurance Plans has unveiled a proposal to provide health insurance coverage to more people.

LIFE INSURANCE AND ANNUITIES DEC 19, 2007
VA assets grew $1.5 trillion in 4Q

That’s a 15.3% gain from the same period last year, when net assets for variable annuities were $1.3 trillion.

LIFE INSURANCE AND ANNUITIES DEC 19, 2007
ING announces fixed index annuities

The products give “windows of opportunity” to withdraw from the policy without incurring surrender charges.

RETIREMENT PLANNING DEC 18, 2007
Plans to be fined on disclosure issues

Defined contribution plan administrators may be fined $1,000 a day if they fail to disclose documents to participants.

LIFE INSURANCE AND ANNUITIES DEC 17, 2007
Aon spins off two units for $2.78 billion

Aon's Combined Insurance will be sold to ACE for $2.4 billion and Munich Re is buying its Sterling unit for $352 million.

LIFE INSURANCE AND ANNUITIES DEC 17, 2007
More states may clamp down on improper asset transfers

Elder-law attorneys are concerned that the new year will bring new rules in a number of states regarding how — and if — immediate annuities can work with Medicaid eligibility and planning.

LIFE INSURANCE AND ANNUITIES DEC 17, 2007
Client frame of mind plays role in purchase of annuities

The mind-set of clients presents a significant stumbling block to advisers who recommend annuities as a retirement-planning tool.

LIFE INSURANCE AND ANNUITIES DEC 14, 2007
LIMRA and LOMA, together at last

The insurance trade groups will join under the umbrella of LL Global but each will keep its name.

LIFE INSURANCE AND ANNUITIES DEC 13, 2007
The Hartford to buy record-keeper

The Hartford announced today that it is purchasing Boston-based Sun Life Retirement Services Inc.

LIFE INSURANCE AND ANNUITIES DEC 13, 2007
Toran to retire as COO of Penn Mutual

A 37-year veteran of the life insurance industry, Daniel J. Toran, 59, spent 12 years with the Horsham, Pa.-based company.

REGULATION AND LEGISLATION DEC 13, 2007
Bush threatens veto of tax bill

The House approved legislation that would shield millions from the AMT by raising taxes on hedge fund managers.

RETIREMENT PLANNING DEC 13, 2007
401(k) disclosure bill introduced in Senate

“This bill will shed light on the 401(k) selection process and give Americans more control over their retirement future,” Sen. Tom Harkin said.