Retirement

Displaying 11713 results
Another ratings cut for big seller of indexed annuities
RETIREMENT PLANNING JAN 29, 2013
Another ratings cut for big seller of indexed annuities

Moody's lowers financial strength grade for Aviva Life; third reduction in three months

By Darla Mercado
Guggenheim's Security Benefit Life climbs among top fixed-annuity players
RETIREMENT PLANNING JAN 29, 2013
Guggenheim's Security Benefit Life climbs among top fixed-annuity players

Hot third-quarter indexed-annuity sales help propel industry, PE-backed insurers show staying power

By Darla Mercado
Confirmed: Aviva seeks buyer for U.S. annuity and life ops
RETIREMENT PLANNING JAN 29, 2013
Confirmed: Aviva seeks buyer for U.S. annuity and life ops

By Darla Mercado
Advisers reject NBA retirement plan
RETIREMENT PLANNING JAN 29, 2013
Advisers reject NBA retirement plan

Say league is tossing up a brick with reliance on annuities; 'solution of last resort'

By Darla Mercado
TAX JAN 28, 2013
Mary Beth Franklin: IRS' new definitions of 'income' a migraine starter kit

Five – count 'em five — categories now in play; several rungs of hell

By Mary Beth Franklin
Employers hungry for returns when updating 401(k) menus
RETIREMENT PLANNING JAN 28, 2013
Employers hungry for returns when updating 401(k) menus

Good news – plan sponsors see big bounce in performance after adding new funds; bad news – it doesn't last.

By Darla Mercado
FINTECH JAN 27, 2013
Data management helps brokers deliver better service

By Bill Kenealy
RETIREMENT PLANNING JAN 27, 2013
Cole gets big payoff in nontraded-REIT deal

By Bruce Kelly
OPINION JAN 27, 2013
On retirement policy, don't mess with success

To start scrapping savings incentives would undermine the foundation of our retirement system, risking wider damage

By Paul Schott Stevens
RETIREMENT PLANNING JAN 27, 2013
Social Security goes fully paperless

By Mary Beth Franklin
LIFE INSURANCE AND ANNUITIES JAN 27, 2013
NAIC head to work D.C. ties

By Darla Mercado
TAX JAN 27, 2013
Mickelson takes mulligan on his tax comments

By Bloomberg
RETIREMENT PLANNING JAN 27, 2013
MetLife's math tweaks VA sales

By Darla Mercado
IRS gives employers a break
RETIREMENT PLANNING JAN 27, 2013
IRS gives employers a break

Long-awaited proposed regulations from the Internal Revenue Service have resolved questions about a key health care reform law provision that would impose stiff penalties on employers not offering coverage.

By Jerry Geisel
TAX JAN 27, 2013
For wealthy, a hard fall off the cliff

By Robert N. Gordon
Delaying Social Security bennies could come back to bite clients
RETIREMENT PLANNING JAN 25, 2013
Delaying Social Security bennies could come back to bite clients

Higher income may render seniors ineligible for subsidized LTC benefits

By Mary Beth Franklin
'Death put' lawyer pleads guilty to fraud charge
RETIREMENT PLANNING JAN 25, 2013
'Death put' lawyer pleads guilty to fraud charge

Caramadre purchased bonds, VAs using identities fraudulently gleaned from the terminally ill

By Darla Mercado
RETIREMENT PLANNING JAN 23, 2013
Former senator to lead insurance regulators' group

Ben Nelson of Nebraska to head up National Association of Insurance Commissioners

By Darla Mercado
RIAS JAN 22, 2013
Mickelson takes mulligan on controversial tax comments

Phil Mickelson may be getting shafted by higher tax rates, but his recent comments on the subject have drawn heat from fans. On Tuesday, the four-time major winner re-teed.

By John Goff
Qualified charitable distributions return
RETIREMENT PLANNING JAN 20, 2013
Qualified charitable distributions return

By MFXFeeder