Retirement

Displaying 11577 results
ALTERNATIVES AUG 14, 2007
Senate eyes hedge fund lending

The Senate is investigating another tax perk enjoyed by the hedge fund industry.

RIAS AUG 13, 2007
Fate of estate tax worries planning lawyers

WASHINGTON — Estate planning lawyers are increasingly worried that Congress may not act on estate tax reform before the estate tax repeal expires at the end of 2010.

RETIREMENT PLANNING AUG 13, 2007
Coby Brooks challenges widows' bid for elective share of Hooters fortune

Coby Brooks, the son of the late founder and owner of the Hooters restaurant chain, is in an estate battle with his father's widow, arguing that a commonly used estate law is unconstitutional.

LIFE INSURANCE AND ANNUITIES AUG 09, 2007
General American Life to pay $3.3 million

The SEC has settled with General American Life Insurance Company and a former executive for late trading.

LIFE INSURANCE AND ANNUITIES AUG 09, 2007
Mortgage mess expanding, says AIG

Borrowers just above subprime are reporting more residential mortgage delinquencies, according to AIG.

TAX AUG 08, 2007
FINRA eyes IRA withdrawal abuses

FINRA is sweeping B-Ds looking for improper early withdrawals from client retirement accounts.

LIFE INSURANCE AND ANNUITIES AUG 07, 2007
M&M revenue rises 7% in 2Q

Marsh & McLennan Cos. Inc. announced that earnings per share remained unchanged at 31 cents compared to the year-ago period.

LIFE INSURANCE AND ANNUITIES AUG 06, 2007
Annuity marketers invade video websites

NEW YORK — Middle-aged men in wigs performing a rap song, promises of a “Leadzilla” lead - generation system, and claims of millions of dollars in annual commissions — is this any way to market annuities?

LIFE INSURANCE AND ANNUITIES AUG 06, 2007
Lifetime income offers advisers key sales opportunity

NEW YORK — Having enough income to last until age 90 and beyond is a future problem for baby boomers, but it can be solved now.

RETIREMENT PLANNING AUG 06, 2007
Smallish 401(k) accounts said to get little support

NEW YORK — Retirement is already scary for both near-retirees on a tight budget and their planners, but these clients may warrant a second look, advisers said.

RETIREMENT PLANNING AUG 06, 2007
Some advisers to prosper under final 403(b) rules

CHICAGO — The role of financial advisers won’t be diminished by the new 403(b) regulations released late last month, according to industry experts.

RETIREMENT PLANNING JUL 31, 2007
401(k) holders see robust rise in accounts

Account balances for workers who consistently held 401(k)s from 1999 to 2006 increased at an annual rate of 8.7%.

ALTERNATIVES JUL 31, 2007
Tax change would hobble deals, say execs

Private equity executives today warned the Senate that higher taxes on carried interest would severely harm enterprises.

RETIREMENT PLANNING JUL 30, 2007
401(k) sponsors want auto features

One of the biggest changes occurring in the retirement marketplace is an increase in automatic features.

LIFE INSURANCE AND ANNUITIES JUL 27, 2007
Insurers, asset manager book 2Q gains

The Hartford generated second-quarter core earnings per share of $2.39, up 31% from the same period last year.

TAX JUL 26, 2007
Edwards would hike capital gains tax

Democratic presidential candidate John Edwards wants to raise the capital gains tax from 15% to 28%.

RETIREMENT PLANNING JUL 26, 2007
401(k) disclosure legislation introduced

A bill that would increase 401(k) disclosure should be put on hold, according to the American Benefits Council.

LIFE INSURANCE AND ANNUITIES JUL 25, 2007
National Insurance Act repitched

The first bipartisan House version of the National Insurance Act of 2007 was reintroduced today.

LIFE INSURANCE AND ANNUITIES JUL 24, 2007
NAIFA names new chief executive

The National Association of Insurance and Financial Advisors has named John J. Healy as its new chief executive.

LIFE INSURANCE AND ANNUITIES JUL 24, 2007
Insurer settles bid-rigging case for $115M

The Hartford said it has reached a $115 million settlement with three states to resolve a bid rigging and market timing case.