The presumptive Democratic presidential nominee would raise capital gains taxes
Will a wife lose all of her Social Security benefits due to increased Medicare premiums triggered by her husband’s severance package?
While not exactly novel, the legislation is a sound first step toward getting Main Street investors the tools they need
The agreement is separate from a $25 million settlement reached in a similar suit brought in 2016
People who aren't prepared for retirement at age 62 aren't more likely than others to keep working, but those who do tend to benefit financially, a recent paper found
Prospecting is now more difficult, and advisers said they are less effective at selling products, a report from Limra and others shows
Paychex, Astellas and Aon were recently sued, and the $12.4 million settlement in a Northrop Grumman suit has been held up
Investors are painfully aware their retirement plans need a do-over. Here's the best approach
Retirement plan advisers should heed the implications of the deal
The firm is now providing access to investment management, insurance brokerage and other services
COVID-related job losses this year could reduce Social Security benefits for millions of people born in 1960
The Treasury would build a national account-tracking system, under bipartisan legislation co-sponsored by Sen. Elizabeth Warren
The settlement resolves a class-action case that alleged the firm breached its fiduciary responsibility to plan participants
COVID-19 has highlighted the necessity of planning for care in old age, and advisers are increasingly recommending 'hybrid' annuity or life insurance products
Litigation alleging that plan sponsors breached their fiduciary duty keeps coming
Most people who shifted allocations in their retirement plans were more sophisticated investors, according to research published by NBER
The Viagra college fund is alive and well, but the earnings test could reduce benefits
The agency says the measure will ensure financial advisers act in retirement savers’ best interests
The combined companies will give retirement savers the ability to view all of their financial accounts in one place
By claiming her Social Security early, will my client's benefits be permanently reduced?
