Market volatility could threaten retirement security.
There are 86,203 foundations in the U.S. with $890 billion in assets. Endowments and foundations have powerful missions, long time horizons and distinct operational/governance models for decision making.
Bankruptcy appeals panel said IRA and 401(k) assets obtained through divorce can't be shielded from creditors.
Resonant Capital Advisors, Madison Investment Advisors cite business risks as one of the reasons for the separation.
Advisers are dealing with a generation of investors who have never lived through a prolonged downturn.
Some experts believe the offer is related to the company's recent decision to discontinue trail commissions on some VAs.
While the new tax laws will complicate year-end planning, there are some moves you can make for your clients
But consumer advocate says proposal doesn't elevate standard beyond current suitability.
Limits on federal deduction for state and local taxes could put them at a disadvantage in negotiations with free agents
The controversial elimination of trail compensation on certain VA contracts won't apply to this firm's brokers.
Company plans to bypass record keepers and ask plan sponsors directly if they will offer its managed accounts to retirement plan participants.
While last year's overhaul didn't change tax rules on the sale of a residence, some clients still try to apply rules that have been out of date since the late '90s.
Husband and wife served as third-party administrator to retirement plans they allegedly looted for personal gain.
On the surface, retirement savers are big beneficiaries, but that isn't the full story.
Advisers are concerned that Ohio National's "scorched-earth policy" may lead other insurers to take a similar action.
Retirement industry stakeholders of all stripes are set to undergo big changes.
But the proposal doesn't create "open MEPs," as many in the industry had been hoping.
Advisers say people most likely to participate also meet the income and net-worth thresholds to qualify as accredited investors.
Limits on federal deduction for state and local taxes could put them at a disadvantage in negotiations with free agents.
Mnuchin says benefit could be a $100 billion investment opportunity for real estate and businesses in distressed areas.
