The Pension Protection Act allows 1035 exchanges from an existing nonqualified annuity into a long-term care qualified annuity
The current environment may increase clients' interest in establishing estate plans and getting all the necessary documents in place
Survey shows majority of advisory clients still plan to retire on time
Baby boomers are at a particularly high risk for permanent job loss, and that could affect retirement security
A recent bill proposes tripling 401(k) and IRA limits this year
Plan participants' lack of savings is increasing their reliance on loans and distributions from DC plans
Ed Slott discusses whether clients who already took required minimum distributions this year can put that money back in light of the CARES Act
The coronavirus recovery bill allows for the full deduction of your donation up to your adjusted gross income
The stock market eroded account balances, but savers increased their contributions
Not knowing how their advisers are compensated affects clients' trust, according to a Hearts & Wallets report
Most plan participants are not shifting allocations, but they are looking for loans or hardship withdrawals
The firm will act as a fiduciary for insurance provider selection for qualified longevity annuity contracts
Ed Slott clears up questions about how the CARES Act will affect required minimum distributions
Plan sponsors will need to amend their plans to cover the CARES Act changes that they decide to implement
Market volatility may be biggest factor in producing retirement shortfalls, according to the Employee Benefit Research Institute
Low interest rates drove investors away from some products, but that may change, according to the organization's Secure Retirement Institute
The latest estimate is unchanged from last year's, but it does not reflect the impact of the COVID-19 pandemic on the trust funds
A special rule allows benefits for those who have exceeded the annual earnings limit in their first year of retirement
Ed Slott separates fact from fiction about how the CARES Act will affect clients’ retirement savings
The investment firm will pay $12.5 million to put a 2015 case behind it, court records show
