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Lincoln National joins variable annuity tweakers

May 2, 2013

Changes are on the horizon for Lincoln National Corp. as the company sets its sights on moderating variable annuity volumes. The first quarter was strong for variable annuity sales at Lincoln. The company picked up $2.9 billion in variable annuity...

No big bang for ING IPO

May 2, 2013

Shares of ING U.S. Inc. had a muted start today after the company kicked off its initial public offering with a decrease in the offering price. The company, now trading on the New York Stock Exchange under the symbol VOYA — the firm will be...

Social Security rules for divorced spouses

May 2, 2013

I received a question from an adviser in California today that broke my heart. Donna wanted to know if her client might be entitled to Social Security survivor benefits based on her ex-husband's earnings record. The hitch: the client's marriage...

Forget the nest egg, savers expect to be in hock for $25K at retirement

May 1, 2013

Investors are facing yet another obstacle on their way to a safe and happy retirement: big loads of debt. Mortgages, credit card balances, and auto and educational loans are creating a drag on pre-retirees' retirement savings, and things have...

Profits take the day as fewer employers match kick-ins to 401(k)s

May 1, 2013

Retirement benefits that American companies provide for employees continue to take a hit as a result of the 2008 financial crisis. The number of firms offering workers a matching contribution in their corporate 401(k) retirement plans fell by...

Float hopes? Another investor sues Fidelity over use of temporary funds

April 30, 2013

The next wave of litigation against 401(k) providers has arrived, as Fidelity Investments faces yet another lawsuit tied to the company's handling of money generated from plan assets. Korine Brown, a participant in General Motors Inc.'s Personal...

Making Social Security claiming strategies a little easier

April 29, 2013

With all of the interspersed factors to consider when helping determine a client's best Social Security claiming strategy, software can be a godsend. But which tool offers the best output for the cost? I looked into and ran test scenarios through...

5 rules of the road for 401(k)s - Directions needed

April 28, 2013

The overwhelming majority of participants in defined-contribution plans are neither professional money managers nor especially investment-savvy, putting them at a severe disadvantage when it comes to deciding how they will invest for their retirement...

Making the most of 401(k) accounts

April 28, 2013

In the 138 years since the first private pension plan in the United States was established by American Express Co., few retirement vehicles have been as polarizing as the 401(k) plan. Established by section 401(k) of the Revenue Act of 1978,...

Advisers affronted by "Frontline" piece

April 28, 2013

The “Frontline” documentary that highlighted American workers' biggest obstacles in saving for retirement left a bad taste in the mouths of advisers and industry representatives. Last Monday, PBS ran “The Retirement Gamble,” pointing...

Claiming Social Security, you're either married or not

April 28, 2013

I received an interesting question from a reader last week. She asked, “What are the Social Security-claiming rules for a married couple who have been legally separated for years but have not divorced?” In this case, both spouses are older...

Advisers stung by 'Frontline' attack

April 26, 2013

The “Frontline” documentary that highlighted American workers' biggest obstacles in saving for retirement left a bad taste in the mouths of advisers and industry representatives. On Monday, PBS ran “The Retirement Gamble,” pointing out...

SEC halts trading in embattled LTCI seller

April 25, 2013

The Securities and Exchange Commission temporarily halted trading in the stocks of Penn Treaty American Corp., an embattled long-term-care insurer that's now under the guidance of state regulators. It's been about seven years since Penn Treaty...

Social Security rules define when a spouse is a spouse

April 22, 2013

I received an interesting question from a reader last week. She asked what are the Social Security claiming rules for a married couple that has been legally separated for years, but is not divorced? In this case, both spouses are older than...

Fees net more revenue

April 21, 2013

Large independent broker-dealers that rely heavily on revenue from commissions struggled in 2012 to match the performance of broker-dealers that generate the lion's share of their revenue from fees charged against clients' assets. Overall, 2012...

Disability automatically converts to retirement benefits at 66

April 21, 2013

A financial adviser in Minneapolis recently received a panicked call from one of his clients asking what would happen to her disability benefits once she reached full retirement age. She had heard that Social Security disability benefits end...

NY Life cuts initial deposit for annuity to attract youth

April 21, 2013

Deferred-income annuities are all the rage among financial advisers and their boomer clients, but will the phenomenon trickle down to younger investors? New York Life Insurance Co. hopes so. The company last Monday said that it will reduce the...

Mary Beth Franklin: Social Security Disability muddles claiming picture

April 17, 2013

A financial adviser in Minneapolis received a panicked call from one of his clients recently asking what would happen to her disability benefits once she reached full retirement age. She had heard that Social Security disability benefits end...

ING U.S. sets stock offering price at $21-$24 a share

April 17, 2013

ING U.S., soon to be known as Voya Financial, has named its price for its upcoming initial public offering: $21 to $24 a share. The insurer filed an updated S-1 form with the Securities and Exchange Commission yesterday to offer roughly 64 million...

Fiduciary backer Hutcheson found guilty of 17 counts of wire fraud

April 16, 2013

A federal court jury in Idaho has found famed 401(k) fiduciary advocate Matthew D. Hutcheson guilty of 17 counts of wire fraud. The jury in the U.S. District Court for the District of Idaho reached the verdict late Monday following an eight-day...

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