Retirement

Displaying 11711 results
VA clients holding on to their VAs instead of surrendering them
RETIREMENT PLANNING MAR 19, 2012
VA clients holding on to their VAs instead of surrendering them

VA clients are less likely to surrender their variable annuities, as living benefits retain high value

By Darla Mercado
Another snafu in DOL's plan to update fiduciary standard
RETIREMENT PLANNING MAR 19, 2012
Another snafu in DOL's plan to update fiduciary standard

Letter sent to industry groups gave some one day to provide requested information; short notice

By Bloomberg
LIFE INSURANCE AND ANNUITIES MAR 18, 2012
OSU, Pickens come up empty in insurance battle

By Darla Mercado
RETIREMENT PLANNING MAR 18, 2012
These tech tools know how to take annuities into account

By Davis Janowski
Americans: We're responsible for our financial well-being — just don't ditch Social Security
RETIREMENT PLANNING MAR 16, 2012
Americans: We're responsible for our financial well-being — just don't ditch Social Security

Also believe it's Uncle Sam's job to protect investors from fraud

By Mark Schoeff Jr.
Republican tax break pruning complicates extensions outlook
RIAS MAR 15, 2012
Republican tax break pruning complicates extensions outlook

Debate continues over more than $30 billion in so-called tax extenders, such as the research and development tax credit and the ability for financial services companies to defer taxation on income earned outside the U.S.

By Doug Cubberley
Lincoln may get more defensive with MoneyGuard hybrid
RETIREMENT PLANNING MAR 15, 2012
Lincoln may get more defensive with MoneyGuard hybrid

Insurer mulling raising fees and cutting benefits on popular product; low interest rates to blame

By Darla Mercado
RETIREMENT PLANNING MAR 14, 2012
Social Security meets a brave new world

Supreme court considers request for Social Security survivor benefits for twins born 18 months after father's death.

By Mary Beth Franklin
RETIREMENT PLANNING MAR 14, 2012
Goldman snaps up fixed-income shop

By Bloomberg
Fed's low interest rates could lower interest in annuities
LIFE INSURANCE AND ANNUITIES MAR 14, 2012
Fed's low interest rates could lower interest in annuities

Extension of cheap money policy seen boosting annuity costs, reducing benefits and commissions

By Bloomberg
VA sales reach record levels, but have they topped out?
LIFE INSURANCE AND ANNUITIES MAR 14, 2012
VA sales reach record levels, but have they topped out?

In the third-quarter, variable annuity sales surged, thanks in large part to MetLife Inc. But the jury is out on how the major insurers' decision to pare back offerings might affect overall VA sales.

By Darla Mercado
Mix masters? Advisers getting better at optimizing client rosters
RIAS MAR 13, 2012
Mix masters? Advisers getting better at optimizing client rosters

AUM down in 2011, but production up; 'focusing more on their larger accounts'

By Andrew Osterland
RETIREMENT PLANNING MAR 13, 2012
Mary Beth Franklin: Gray-haired glut

Employers are worried. They had expected that many of their retirement-age employees would have retired by now, but those graying boomers aren't budging.

By Mark Bruno
Advisers write, FSI gripes, IRA provision spiked
RETIREMENT PLANNING MAR 13, 2012
Advisers write, FSI gripes, IRA provision spiked

Sen. Harry Reid strips controversial plan contained in highway bill; 2,000 letters sent

By Liz Skinner
RETIREMENT PLANNING MAR 13, 2012
Try out the new longevity insurance calculator

In case you missed <a href=http://www.investmentnews.com/article/20120212/REG/302129979>my last column</a> in the print edition of InvestmentNews on February 13, 2012, I wrote about one of the latest buzz words in retirement income planning: longevity insurance.

By Mary Beth Franklin
Putnam CEO calls for new regulator to oversee lifetime-income products
LIFE INSURANCE AND ANNUITIES MAR 13, 2012
Putnam CEO calls for new regulator to oversee lifetime-income products

Putnam Investments ceo Bob Reynolds today called for the establishment of a regulatory body to approve lifetime-income products.

By Darla Mercado
LIFE INSURANCE AND ANNUITIES MAR 13, 2012
Oklahoma State U., T. Boone Pickens tangle with Lincoln National

Oklahoma State University's athletic fund and Lincoln National Life Insurance Co. are embroiled in a legal flap over a failed charitable-insurance-funding plan.

By Darla Mercado
RETIREMENT PLANNING MAR 11, 2012
Worried about retirement

By Muneeza Iqbal
RIAS MAR 11, 2012
Viva Puerto Rico

By Mark Schoeff Jr.
Tech events held by T3,  FPA Business Solutions redundant
RETIREMENT PLANNING MAR 11, 2012
Tech events held by T3, FPA Business Solutions redundant

Having attended the Technology Tools for Today and FPA Business Solutions conferences for several years, and served on the latter's business task force for the past four, I have come to the conclusion that the two events overlap.

By Davis D. Janowksi