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
Hiding fees leads to a lack of trust among plan sponsors.
Congress must do everything we can to encourage Americans to save for retirement with their own dollars.
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.
Plaintiffs claim the Northern Trust funds led to a 'swift and devastating blow' to participants' retirement savings.
Advisers need to monitor the political landscape and develop backup plans.
A new report from Cerulli Associates finds determining ROI is preventing successful implementation of financial wellness initiatives
Law taking effect Sept. 1 eliminates fee caps in place on some retirement products for teachers.
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.
Forced to slow down, our columnist has a lot to think about concerning her future.
Helping clients manage money through longer lifespans is an increasing concern.
More than any other client segment, older people rely on advisers to be their honest guide
Provision would pay for other aspects of retirement-savings bill.
