Naysayers aside, the CFP's TV ad campaign, part of a new national public-awareness effort, is just the message the retirement-nervous need to see right now.
Renewed proposals to eliminate the tax-exempt status of municipal bonds as a way to reduce the $1.5 trillion federal deficit are unlikely to succeed, according to a report by The Bank of New York Mellon Corp.
Meredith Whitney's at it again. The controversial analyst is now predicting a 'waterfall' of muni downgrades which will trigger a massive sell-off by insurers. If she's right, investors may be able to pick up some bargains in the process.
DC plan makes decisions for plan participants, nags them when they're not saving enough; Nobel laureate Merton one of the designers
Some employees in top bracket could face 15% reduction in account balances; lower-paid likely down 10%
Neuberger Berman minds client relationships with newly hired trio of defined-contribution wholesalers; asset gathering to come.
If so, auto-enrollment plans make a lot of sense
Some claim they'll abandon the business if they're required to act as fiduciaries to retirement accounts, 401(k)s
New study reveals savers not saving enough -- and asset allocators not allocating assets enough
Two leaders of a group of senators trying to convert last year's presidential deficit commission recommendations into legislation plan to take a hard look at eliminating tax breaks which cost a total of $1.1 trillion annually.
The Treasury Department's calculation of revenues that are lost to tax-deferred retirement plans is flat out wrong, says an acturial group. They may be on to something.
Bailed-out insurer AIG should be broken up eventually because its two main businesses have “no strategic fit between them,” according to Harvey Golub, its former chairman
The latest wrinkle in the world of exchange-traded funds is a fund that is a foreign company
Jackson National Life Insurance Co. has temporarily closed off access to the JNL/BlackRock Global Allocation fund option in the carrier's variable annuities.
IRS nixes two-year time limit for innocent-spouses to plead their case; rule applies to couples who file jointly
The House Republican budget plan put forth last week by Wisconsin Rep. Paul Ryan marks the beginning of the debate on government entitlement reforms — a rancorous clash sure to play out through the next presidential-election cycle and beyond
With the Bush tax cuts extended for another two years, the status remains quo on major — and imminent — potential changes in tax law, right?
Forget the political posturing: Capitol Hill watchers say a 35% estate tax rate is pretty much a cinch to get through Congress
But these three fund firms would likely take the biggest hit under current proposal
