A unit of Fidelity has been targeted in a class-action suit for fiduciary breach under ERISA as a result of its alleged mismanagement of a stable value fund.
Finra alleges a New Jersey-based broker-dealer failed to reasonably supervise VA sales.
Current 80% savings target may be too high — unless you get sick.
As health costs become top-of-mind for clients, savvy advisers will reap the benefits.
Firms are the latest targets in another class-action lawsuit alleging breach of fiduciary duty due to excessive 401(k) fees.
One provision in the spending bill pushes out for two years the 40% levy on high-cost health insurance plans, known as the Cadillac tax, that was supposed to start in 2018.
If your earnings information is wrong, you may not receive all the benefits to which you are entitled.
Restricted application for spousal benefits is still key for married couples.
Restricted application for spousal benefits is still key for married couples.
<i>Breakfast with Benjamin</i>: The bond market selloff has sparked fears that the Fed might not hike rates today.
Insurers have debuted products that allow for change in payout rate, rider fees and roll-up rates under certain conditions.
Investors continue to migrate to fixed indexed annuities and shy away more from variable annuities amid low interest rates and market volatility.
The initiative, signed into law in January, can't get off the ground until the president nominates members to the registry's board.
Since 2011, their sales growth has eclipsed variable annuities. What's behind their meteoric rise?
Due diligence considerations that plan advisers should make when a fund has adopted swing pricing.
With funeral and burial costs easily in the five digits, it makes sense to discuss expenses and wishes ahead of time to ease the burden on those left behind.
Low interest rates could cause many other insurers to follow suit.
Predictions on what the Labor Department's fiduciary rule will look like when implemented, and when that implementation might occur.
A lack of understanding of variable annuities can lead to misperceptions among advisers of how the products function, and among clients as to what they're buying. <b><i>(Plus: <a href="http://www.investmentnews.com/gallery/20150821/FREE/821009999/PH/top-10-annuity-sellers-in-the-second-quarter" target="_blank">See the top 10 annuity sellers</a>.)</i></b>
With benefit open-enrollment season looming, corporate employees need to make the most out of their benefits. After all, with wages largely stagnant, benefits are the new salary.
