Retirement

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RIAS JUL 14, 2011
Tougher 401(k) rules seen as 'full employment act' for RIAs

As the Labor Department prepares to issue stricter rules for the retirement fund industry, financial advisers at RIA firms are licking their chops over the prospect of poaching business from broker-dealers and insurance agents

By Dan Jamieson
401(k) expense ratios down — except for bond funds
RETIREMENT PLANNING JUL 13, 2011
401(k) expense ratios down — except for bond funds

Fees fall for stock and money market funds; charges for fixed-income offerings hold steady

By Darla Mercado
RETIREMENT PLANNING JUL 13, 2011
Guidance imminent on 401(k) income products

The Treasury Department will soon offer guidance on lifetime income options in 401(k) plans with the aim of curbing the number of individuals who are likely to outlive their retirement savings.

By Liz Skinner
Tax breaks for the well-off likely to be cut off
REGULATION AND LEGISLATION JUL 13, 2011
Tax breaks for the well-off likely to be cut off

Advisers, start planning now. According to a retirement policy expert, deficit pressures in Washington leave little room for further extensions of tax breaks in 2013.

By Darla Mercado
American Beacon books power trio to subadvise go-anywhere offering
LIFE INSURANCE AND ANNUITIES JUL 12, 2011
American Beacon books power trio to subadvise go-anywhere offering

Pimco, Brandywine and GAM will co-manage firm's new flexible bond fund

By John Goff
LIFE INSURANCE AND ANNUITIES JUL 12, 2011
Financial advisers, insurers hail GAO plug for immediate annuities

By Darla Mercado
Ray of hope? Top college commences with middle-class tuition cap
RETIREMENT PLANNING JUL 11, 2011
Ray of hope? Top college commences with middle-class tuition cap

Middle-class families are quickly being priced out of the top universities. But a bold new program at the University of California at Berkeley -- limiting the total costs for families with modest incomes to 15% of earnings -- offers a ray of hope. | <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20110711&amp;Category=FREE&amp;ArtNo=711009999&amp;Ref=PH&amp;Params=Itemnr=1>The most expensive state schools &amp;raquo;</a> <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20111117&amp;Category=FREE&amp;ArtNo=111709999&amp;Ref=PH>Top-rated 529 plans &amp;raquo;</a>

By John Goff
Paterno's home sale legit estate-planning move: Lawyers
RETIREMENT PLANNING JUL 11, 2011
Paterno's home sale legit estate-planning move: Lawyers

Joe Paterno, the under-fire Penn State Nittany Lion coaching legend, has been assailed by some for selling his home to his wife for $1? The claim? Paterno was attempting to shield his assets from potential lawsuits. Not so, say estate lawyers in Pennsylvania. | <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Avis=CI&amp;Dato=20110711&amp;Kategori=FREE&amp;Lopenr=711009999&amp;Ref=PH>PSU ranked No.1 &#8212; on the list of most expensive state schools &amp;raquo;</a>

By Liz Skinner
Cornhuskers latest to get FDIC-insured option for college savings
RETIREMENT PLANNING JUL 11, 2011
Cornhuskers latest to get FDIC-insured option for college savings

But low-return plan may not be the best bet when dealing with long time horizons; 'not very useful'

By Liz Skinner
Test score 'arms race' leading some colleges to stand down
RETIREMENT PLANNING JUL 11, 2011
Test score 'arms race' leading some colleges to stand down

Increasing number of universities going 'test optional' rather than relying on SATs; high school grades a better predictor

By John Goff
State schools looking better and better to parents
RETIREMENT PLANNING JUL 11, 2011
State schools looking better and better to parents

Out-of-sight tuition has left parents with little choice but to seek new ways to help fund their childrens' college education. One idea that's growing in popularity: crossing private universities off the apply-to list.

By John Goff
College Board's fees testing parents' patience
RETIREMENT PLANNING JUL 11, 2011
College Board's fees testing parents' patience

Critics claim the College Board's charges for entrance and placement exams are getting out of hand. Says one former dean at the University of Chicago: 'The College Board is more interested in marketing and selling things than it is in its primary responsibility, promoting equity and educational opportunity.'

By John Goff
529 plans gaining traction, assets
RETIREMENT PLANNING JUL 11, 2011
529 plans gaining traction, assets

A growing number of people who save for their children's college costs with Section 529 plans are steadily outpacing those parents who do not use these tax advantaged savings plans, according to a new survey by the College Savings Foundation.

By Liz Skinner
LIFE INSURANCE AND ANNUITIES JUL 11, 2011
ING cementing broker-dealer relationships amid push for new fixed indexed annuity feature

ING is making another go at the independent broker-dealer market, this time with a new fixed indexed annuity feature scheduled for an August release.

By Darla Mercado
RETIREMENT PLANNING JUL 11, 2011
A league of their own

Tuition for private colleges may be off the chart, but state schools are getting more expensive, too. Here's the ten priciest public colleges.

By John Goff
Illinois securities cops revoke licenses of reps for annuity sales
LIFE INSURANCE AND ANNUITIES JUL 11, 2011
Illinois securities cops revoke licenses of reps for annuity sales

State regulator says husband-and-wife team recommended that elderly clients partially surrender VAs for indexed annuities; $426K in commissions in less than four months

By Darla Mercado
LIFE INSURANCE AND ANNUITIES JUL 11, 2011
Surprise! Fee-based VAs gaining traction — at least among B-Ds

Commonwealth and five broker-dealers sign on to sell Allianz's variable annuity; apes LPL Financial's earlier move

By Darla Mercado
LIFE INSURANCE AND ANNUITIES JUL 08, 2011
California insurance czar probes 10 insurers over lapsed policies

A slate of major life insurers &#8212; the 10 largest doing business in California &#8212; are under investigation for the way they handle dormant life insurance policies

By Darla Mercado
RIAS JUL 08, 2011
Return to big brokerage platforms revives SunAmerica

SunAmerica Annuity and Life Assurance Co. is back in the fight in variable annuity sales after being dropped from or ignored on platforms for the past few years

By Darla Mercado
RETIREMENT PLANNING JUL 06, 2011
A league of their own: Priciest private colleges

The latest data on the most expensive private colleges in the U.S. offers up a a reminder of how dear higher education has become.

By John Goff