Retirement Regulation
March 25, 2012
Longevity insurance faces hurdles to become a retirement option
Longevity insurance has received the Treasury Department's blessing, but it could be years before these deeply deferred annuities become a regular part of retirement plans. Last month, the Treasury Department and the Internal Revenue Service proposed a package of rules to make it...
March 11, 2012
Small biz retirement plan would OK asset pools
Small businesses that find it too expensive and administratively burdensome to offer employees a retirement plan could find a solution in a measure that has bipartisan support in the Senate. Sen. Mike Enzi, R-Wyo., and Sen. Herb Kohl, D-Wis., are drafting a bill that would allow...
June 26, 2011
Insurers want fiduciary duty killed: Planners
A petition signed by about 5,200 financial planners has been delivered to the Securities and Exchange Commission, urging it to impose a universal fiduciary duty on anyone providing retail investment advice
June 12, 2011
Phyllis Borzi: Protecting the Everyman's benefits
Phyllis Borzi has come a long way since her days as a high school English teacher.
June 5, 2011
Advisers are ahead of the game on DOL rule compliance
Instead of standing on the sidelines waiting for a number of long-awaited Labor Department rules to take effect, advisers are figuring out how things will change and are wasting no time as they gear up
June 5, 2011
Taxes, rising rates will hit rich in the wallet, experts say
The year 2013 may snap a 12-year winning streak for wealthy Americans on taxes due on income, capital gains, dividends and money given to their heirs
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