Retirement

Displaying 11729 results
Great-West, Lincoln Trust jump on plan and participant fee disclosures
LIFE INSURANCE AND ANNUITIES AUG 03, 2011
Great-West, Lincoln Trust jump on plan and participant fee disclosures

Lincoln Trust and Great-West claim the Labor Department's disclosure rules don't go far enough when it comes to fixed general account fees for insurers.

By Darla Mercado
401(k) participants' trading skyrockets during debt drama
RETIREMENT PLANNING AUG 02, 2011
401(k) participants' trading skyrockets during debt drama

Daily trading volume among 401(k) plan participants soared during the height of Congress' debt-ceiling debate, producing a massive transfer to fixed-income investments from equities, according to Aon Hewitt.

By Robert Steyer
Recession took bigger bite out of U.S. economy than estimated
RETIREMENT PLANNING AUG 02, 2011
Recession took bigger bite out of U.S. economy than estimated

The 2007-2009 recession gouged the world's largest economy more deeply than previously estimated and the recovery lost momentum throughout 2010 before stalling this year, revised figures show, painting a bleaker picture that may raise concern over the outlook for U.S. growth.

By Doug Cubberley
TAX AUG 01, 2011
Capital gains tax break may be chopped

The bipartisan deficit reduction plan gaining momentum in the Senate likely would require lawmakers to curtail or end the preferential tax treatment of capital gains and dividends

By Bloomberg
MetLife may sell bank to escape Dodd-Frank
LIFE INSURANCE AND ANNUITIES JUL 29, 2011
MetLife may sell bank to escape Dodd-Frank

Stricter regs could hurt carrier's core businesses; MetLife Bank accounts for mere 2% of earnings

By John Goff
TAX JUL 29, 2011
The bottom line of N.Y.'s new 'I do'

On Sunday, the first day that same-sex couples will be able to marry in New York, chances are good that a client or two of Brian D. Emery's will be lining up to apply for a license

By Lavonne Kuykendall
Why is MetLife charging into business that others are exiting?
LIFE INSURANCE AND ANNUITIES JUL 29, 2011
Why is MetLife charging into business that others are exiting?

Insurer MetLife moving into the business in a big way, while banks back out. Says one industry consultant: 'They must know something I don't know.'

By John Goff
REGULATION AND LEGISLATION JUL 29, 2011
Taxes, rising rates will hit rich in the wallet, experts say

The year 2013 may snap a 12-year winning streak for wealthy Americans on taxes due on income, capital gains, dividends and money given to their heirs

By Bloomberg
Insurers may be sitting on $1B in death benefits
LIFE INSURANCE AND ANNUITIES JUL 29, 2011
Insurers may be sitting on $1B in death benefits

Florida insurance commissioner worried carriers spending more energy on collecting premiums than paying out on policies

By John Goff
Insurance cops grill MetLife, Nationwide on death benefits
LIFE INSURANCE AND ANNUITIES JUL 29, 2011
Insurance cops grill MetLife, Nationwide on death benefits

Insurance regulators questioned MetLife Inc. executives today at a hearing in Florida as they sought to understand the insurer's death benefit settlement practices.

By Darla Mercado
FINTECH JUL 27, 2011
Raymond James to launch annuity matchmaking tool

New software tool will help advisers scan for the best variable annuity option for a client.

By Darla Mercado
RETIREMENT PLANNING JUL 27, 2011
Top-rated states face credit downgrade

Moody's places five Aaa issuers under review for possible downgrades. The reason? The states are vulnerable to cuts in federal spending, the rating agency says.

By John Goff
IRA ALERT JUL 26, 2011
Broken window: Rollover horror stories

When clients withdraw money from an individual retirement account or employer retirement plan and want to move those funds to another retirement account, they must roll over those funds within 60 days of the date that they received the distribution from the plan or IRA

By Ed Slott
Automatic for the people: Fund firms back digital statements as default for retirement plans
RETIREMENT PLANNING JUL 26, 2011
Automatic for the people: Fund firms back digital statements as default for retirement plans

Plan sponsors should be able to send retirement plan info to employees digitally without getting permission, industry groups argue

By Mark Schoeff Jr.
Fund firms on 401(k) fee disclosure deadline: More time, please
RETIREMENT PLANNING JUL 26, 2011
Fund firms on 401(k) fee disclosure deadline: More time, please

DOL's latest start date — Jan. 1 — still too soon, industry group contends

By Darla Mercado
College marketing an education in how to generate cash, buzz
RETIREMENT PLANNING JUL 26, 2011
College marketing an education in how to generate cash, buzz

Top universities are said to be soliciting applicants who have little chance of getting admitted. The reason? Critics say it's to generate both cash and buzz.

By John Goff
TAX JUL 24, 2011
Are your clients traders or investors?

Under U.S. tax law, investment expenses are considered miscellaneous itemized deductions

By Robert N. Gordon
Biggest muni bankruptcy ever puts investors on high alert
RETIREMENT PLANNING JUL 22, 2011
Biggest muni bankruptcy ever puts investors on high alert

Creditors left holding the bag after Jefferson County goes bust; 'catastrophic mistake'

By John Goff
Will minibonds be a megahit?
RETIREMENT PLANNING JUL 22, 2011
Will minibonds be a megahit?

California eyes selling muni debt in $25 denominations; lower buy-in designed to attract more investors

By John Goff
Expected rout in muni market a no-show
RETIREMENT PLANNING JUL 22, 2011
Expected rout in muni market a no-show

After S&P lowered ratings on thousands of municipal bonds earlier in the week, traders braced for a massive selloff. They're still waiting.

By John Goff