Rise in Medigap premiums is outpacing Social Security's cost-of-living adjustment, and the disparity is likely to get worse in 2020.
Few highly rated insurers are offering fixed annuities guaranteeing more than 3%, a challenge for advisers in search of yield for clients.
Limra Secure Retirement Institute data finds VA sales stopped declining.
Employee savings rate also hit a record in Q2 at 8.8%
The ruling could mean plan sponsors can force employees into individual arbitration rather than defend a class-action suit.
Agency will soon issue a rule that will likely require electronic statement delivery unless participants opt out.
Some financial advisers are wary of the possibility insurers will sell long-term-care blocks to private-equity firms or hedge funds.
Large firms are well-situated to comply with the cost standards in the SEC's Reg BI given changes they made to prepare for the DOL fiduciary rule.
Worker must claim benefits to trigger the spousal benefit for a mate.
Clients can use traditional IRAs to realize tax benefits related to medical expenses, business losses and charitable contributions.
Latest batch of letters signal that the agency is increasing its focus on cryptocurrency tax compliance.
The regulator issued an investor bulletin about indexed annuities that instead described a different product — a buffer annuity.
Internal Revenue Service filings detail the investments of 21 trusts set up by the estates of Sam Walton, his widow Helen and son John.
Markopolos cited the effect of new standards for how companies account for long-term care policies.
American Equity, American Financial Group, Lincoln National and Principal say lower interest rates are leading to reduced annuity payouts and, in some cases, lower sales.
Harry Markopolos estimates GE needs to boost reserves by $18.5 billion for long-term care insurance portfolio
The agency may have fixed a big tax problem for RIAs, but issues remain with many fee-based products.
Congress must do everything we can to encourage Americans to save for retirement with their own dollars.
Hiding fees leads to a lack of trust among plan sponsors.
Rules around net operating losses would take away a helpful cash infusion for businesses in years when they lose money.
