Retirement

Displaying 11716 results
TAX AUG 12, 2008
Nuts and bolts of 529 college savings plans

A couple should consider setting up a 529 college savings plan to minimize the effect of spiraling tuition costs.

By Bloomberg
RETIREMENT PLANNING AUG 11, 2008
Employers make it easier to participate in 401(k)s

Employers are getting more proactive about offering incentives to make it easier for employees to use a 401(k) plan, according to a study from Deloitte Consulting LLP.

By Bloomberg
LIFE INSURANCE AND ANNUITIES AUG 11, 2008
Lieberman named CEO of Hartford Life Ltd.

The Hartford Financial Services Inc. today appointed Marc Lieberman president and chief executive of Hartford Life.

By Bloomberg
LIFE INSURANCE AND ANNUITIES AUG 11, 2008
Berkshire slumps, MBIA back in black

Berkshire Hathaway reported net earnings declined to $2.88 billion from $3.12 billion a year ago.

By Bloomberg
LIFE INSURANCE AND ANNUITIES AUG 11, 2008
Variable's loss is fixed's gain

Because of slumping second-quarter sales of variable annuities, industry observers believe fixed annuities could benefit.

By Bloomberg
LIFE INSURANCE AND ANNUITIES AUG 08, 2008
Principal report focuses on retirement income

The Principal Financial Group has released a white paper that examines the four methods of providing retirees with income.

By Bloomberg
LIFE INSURANCE AND ANNUITIES AUG 07, 2008
Marsh & McLennan profits plunge 63%

Marsh & McLennan Cos. of New York reported that its second quarter profit fell 63%to $65 million, or 13 cents per share.

By Bloomberg
LIFE INSURANCE AND ANNUITIES AUG 06, 2008
Gabelli to raise $200M for buyouts

Mario Gabelli plans to raise $200 million to buy a financial services, media or telecommunications company.

By Bloomberg
TAX AUG 05, 2008
Intentionally flawed trust offers tax savings

Consider a sale of assets to an intentionally defective grantor trust for the benefit of multiple younger generations.

By Bloomberg
RETIREMENT PLANNING AUG 05, 2008
Study: Invesco AIM tops in 401(k) resources

Following Invesco AIM were American Funds Group, Fidelity Investments and OppenheimerFunds Inc.

By Bloomberg
LIFE INSURANCE AND ANNUITIES JUL 30, 2008
Finra floats VA marketing reform

Clients would be urged to obtain a personalized hypothetical illustration, revealing all applicable charges and fees.

By Bloomberg
TAX JUL 29, 2008
When clients want to raid DC accounts

If your client want to raid their retirement money for a "hardship distribution," you need to know the rules.

By Bloomberg
LIFE INSURANCE AND ANNUITIES JUL 29, 2008
The Hartford’s VA assets fall in 2Q

The Hartford Financial Services Group's second-quarter profits fell to $543 million or $1.73 per diluted share.

By Bloomberg
LIFE INSURANCE AND ANNUITIES JUL 29, 2008
Insurance groups clash over regulation

Insurance industry representatives and regulators could not agree on moving ahead with comprehensive reform legislation.

By Bloomberg
RETIREMENT PLANNING JUL 28, 2008
Labor Department proposal on 401(k) plans provokes debate

A Department of Labor proposal released last week seeking to provide the country's 65 million 401(k) participants with additional information about fund charges is stirring debate among different advocacy groups as to whether more data would be helpful or damaging.

By Bloomberg
LIFE INSURANCE AND ANNUITIES JUL 28, 2008
Allianz taps new CFO

Allianz Life Insurance Company of North America of Minneapolis today named Giulio Terzariol chief financial officer.

By Bloomberg
LIFE INSURANCE AND ANNUITIES JUL 25, 2008
United Healthcare hit with hefty fine

The insurance company will pay $786,655.87 as part of a settlement with the North Carolina insurance department.

By Bloomberg
LIFE INSURANCE AND ANNUITIES JUL 25, 2008
Long term care issues addressed at hearing

Consumer protections and state partnership arrangements with insurance companies were among the topics.

By Bloomberg
LIFE INSURANCE AND ANNUITIES JUL 24, 2008
Insurer fined $20M for lax practices

HealthMarkets Inc. faces up to $10 million in additional penalties if it doesn’t meet disclosure and oversight standards.

By Bloomberg
LIFE INSURANCE AND ANNUITIES JUL 23, 2008
NYLI launches five-year fixed annuity

The Select 5 fixed-interest annuity is a single-premium product that is guaranteed for five years.

By Bloomberg