Retirement Planning

Displaying 7959 results
Long-term-care insurance suddenly short on sellers
RETIREMENT PLANNING JUL 19, 2012
Long-term-care insurance suddenly short on sellers

Pru the latest marquee carrier to exit from the individual LTCI business; last day for sales is March 30

By Darla Mercado
RETIREMENT PLANNING JUL 18, 2012
Financial planning firm dragged into NBA union firestorm

Union chief Hamilton requests resignation from Prim Capital; accusations of nepotisim

By John Goff
RETIREMENT PLANNING JUL 17, 2012
Navigating the 2013 investment taxes

By MFXFeeder
RETIREMENT PLANNING JUL 17, 2012
No sure thing, but these strategies offer healthy yields

By Jeff Benjamin
RETIREMENT PLANNING JUL 16, 2012
SEC official warns insurers about VA benefit exchanges

Variable annuities aren't the great deal they used to be, what with insurers pulling back on generous benefits and offering to exchange onerous payouts for a bump up in account values. But now, an SEC official has fired off a warning shot about such practices

By Darla Mercado
Finra: brokers must update client info even if they keep their VA
RETIREMENT PLANNING JUL 16, 2012
Finra: brokers must update client info even if they keep their VA

Will require that brokers perform reasonable due diligence to understand the nature of the recommended strategy or securities product and whether it's suitable

By Darla Mercado
RETIREMENT PLANNING JUL 15, 2012
FSI takes DOL's Borzi to the mat

By Darla Mercado
Borzi, Schapiro demonstrate power of tough regulators
RETIREMENT PLANNING JUL 10, 2012
Borzi, Schapiro demonstrate power of tough regulators

In the middle of a presidential election year, it's natural to focus on the combat for the White House. The real impact of the vote this November, however, will be felt at the regulatory level by the personnel who are appointed by the president and implement financial-services rules.

By Mark Schoeff Jr.
Dueling fiduciary standards from SEC, DOL 'not workable,' says industry expert
RETIREMENT PLANNING JUL 10, 2012
Dueling fiduciary standards from SEC, DOL 'not workable,' says industry expert

But Labor's Borzi says single standard impossible since two agencies operate under different statutes

By Mark Schoeff Jr.
RETIREMENT PLANNING JUL 10, 2012
Young workers want sure things as 401(k) options

By Darla Mercado
RETIREMENT PLANNING JUL 09, 2012
Financial planners in limbo after health-care ruling

Supreme Court decision could muddle end of the year wrangling in Congress; which taxes are in, which are out

By Mark Schoeff Jr.
Social Security's coming crisis quantified: $20.5 trillion
RETIREMENT PLANNING JUL 08, 2012
Social Security's coming crisis quantified: $20.5 trillion

The $20.5 trillion fiscal gap separating Social Security's liabilities and assets -- its unfunded liability -- is enormous; it is 1.4 times U.S. gross domestic product and 34 times annual Social Security taxes.

By Doug Cubberley
RETIREMENT PLANNING JUL 08, 2012
Wells Real Estate nixes controversial charge

In a move that should cheer shareholders, Wells Real Estate has decided against charging clients an internalization fee.

By Bruce Kelly
Site offering inside view of 401(k)s could be boon to advisers
RETIREMENT PLANNING JUL 05, 2012
Site offering inside view of 401(k)s could be boon to advisers

Guardian web site explains what plan advisers do, and what they get paid for doing it

By Mary Beth Franklin
Decision not to liquidate LTC insurer could leave policyholders up the creek
RETIREMENT PLANNING JUL 05, 2012
Decision not to liquidate LTC insurer could leave policyholders up the creek

Judge's ruling keeps Penn Treaty in business, but large rate increases could follow

By Darla Mercado
Armed with fee info, plan sponsors bailing on service providers
RETIREMENT PLANNING JUL 02, 2012
Armed with fee info, plan sponsors bailing on service providers

New data triggering a rethink about vendors; clients open to switching

By Darla Mercado
Advisers will be key in breaking down 401(k) costs for companies: Schwab exec
RETIREMENT PLANNING JUL 02, 2012
Advisers will be key in breaking down 401(k) costs for companies: Schwab exec

Advisers will be instrumental in breaking down 401(k) costs for plan sponsors; investment fees to be an “eye-opener”

By Darla Mercado
RETIREMENT PLANNING JUN 29, 2012
Axa offers deals to let clients drop VA death benefits

By Darla Mercado
RETIREMENT PLANNING JUN 29, 2012
'Classic' retirement becoming less likely

The Great Recession has put a great big dent in many retirement plans. Downsizing may be key, but a whole lot of boomers will have little choice but to stay on the job after the age of 65.

By MFXFeeder
Wells Fargo sued by borrowers over reverse mortgage policies
RETIREMENT PLANNING JUN 29, 2012
Wells Fargo sued by borrowers over reverse mortgage policies

Wells Fargo & Co. is ignoring federal rules on reverse mortgages and forcing homes into foreclosure instead of giving heirs a chance to buy them, according to a lawsuit.

By Doug Cubberley