Rise in Medigap premiums is outpacing Social Security's cost-of-living adjustment, and the disparity is likely to get worse in 2020.
Employee savings rate also hit a record in Q2 at 8.8%
The ruling could mean plan sponsors can force employees into individual arbitration rather than defend a class-action suit.
Agency will soon issue a rule that will likely require electronic statement delivery unless participants opt out.
Some financial advisers are wary of the possibility insurers will sell long-term-care blocks to private-equity firms or hedge funds.
Worker must claim benefits to trigger the spousal benefit for a mate.
Internal Revenue Service filings detail the investments of 21 trusts set up by the estates of Sam Walton, his widow Helen and son John.
Markopolos cited the effect of new standards for how companies account for long-term care policies.
Harry Markopolos estimates GE needs to boost reserves by $18.5 billion for long-term care insurance portfolio
Congress must do everything we can to encourage Americans to save for retirement with their own dollars.
Hiding fees leads to a lack of trust among plan sponsors.
If the legislation passes, advisers would have more opportunities to offer lifetime income options to plan sponsors and participants.
The issue of marketing non-retirement-plan services by record keepers has cropped up in multiple recent lawsuits.
Advisers need to monitor the political landscape and develop backup plans.
Plaintiffs claim the Northern Trust funds led to a 'swift and devastating blow' to participants' retirement savings.
Law taking effect Sept. 1 eliminates fee caps in place on some retirement products for teachers.
A new report from Cerulli Associates finds determining ROI is preventing successful implementation of financial wellness initiatives
State will allow advisers to delay disbursement of funds in certain circumstances
Claims that have resurfaced about a mutually beneficial financial relationship between MIT and Fidelity are similar to one in a prior case.
Traditionally the realm of multibillion-dollar 401(k) plans, recent lawsuits have targeted plans with as little as $188 million.
