Retirement

Displaying 11711 results
Mary Beth Franklin: Clients short on understanding of longevity risk
RETIREMENT PLANNING AUG 08, 2012
Mary Beth Franklin: Clients short on understanding of longevity risk

Average life expectancy merely an average, not a timetable

By Mary Beth Franklin
Older clients' young children a Social Security windfall
RETIREMENT PLANNING AUG 08, 2012
Older clients' young children a Social Security windfall

Parents can trigger benefits for kids, delay collecting their own

By Mary Beth Franklin
Mary Beth Franklin: One surefire way to sabotage a retirement plan
RETIREMENT PLANNING AUG 06, 2012
Mary Beth Franklin: One surefire way to sabotage a retirement plan

Understimate healthcare costs for clients and watch things unravel

By Mary Beth Franklin
RETIREMENT PLANNING JUL 31, 2012
New age for old age, survey finds

Goal line keeps getting moved back; 'how much you can do'

By Emily Yang
Borzi: Critics 'overreacting' to new rules for 401(k) brokerage accounts
RETIREMENT PLANNING JUL 30, 2012
Borzi: Critics 'overreacting' to new rules for 401(k) brokerage accounts

DOL official says plan sponsors have duty to monitor investment menu, even self-directed accounts

By Darla Mercado
RETIREMENT PLANNING JUL 29, 2012
U.S. Court dismisses class action bid against KBS REIT

By Bruce Kelly
REGULATION AND LEGISLATION JUL 29, 2012
Estate tax a focus of fiscal-cliff debate

By Mark Schoeff Jr.
RIAS JUL 29, 2012
More give up U.S. passports to skirt taxes

With taxes on the wealthy expected to rise dramatically, a small but increasing number of Americans are renouncing their U.S. citizenship. Is this smart planning or plain crazy? Advisers weigh in.

By Liz Skinner
RETIREMENT PLANNING JUL 27, 2012
Self-directed accounts in peril

Advisers warn that plan sponsors could stop offering self-directed accounts over concerns that they will have more fiduciary responsibility for investments.

By Darla Mercado
RETIREMENT PLANNING JUL 27, 2012
Sen. Harkin proposes retirement plan revamp, Social Security fix

Sen. Tom Harkin, D-Iowa, on Friday proposed a way to bolster retirement savings at work, plus a series of improvements to Social Security.

By Darla Mercado
RETIREMENT PLANNING JUL 27, 2012
Pension plans keep more retirees out of poverty, reduce reliance on public assistance

Retirees aren't the only ones who benefit from receiving a defined-benefit pension; the plans help curtail government spending.

By Darla Mercado
RETIREMENT PLANNING JUL 26, 2012
Life insurance agent accused of scamming Lincoln, N.Y. Life

Allegedly raked in big commissions by selling policies that greatly exaggerated applicants' net worth; faces 30 years in prison, forfeiture of Escalade

By Darla Mercado
RIAS JUL 25, 2012
Estate tax becomes focal point of fiscal-cliff debate

GOP hopping mad that issue is left out of Senate Democratic bill.

By Mark Schoeff Jr.
New deadline looms for retirement plan fee disclosure
RETIREMENT PLANNING JUL 24, 2012
New deadline looms for retirement plan fee disclosure

Now that a new federal rule took effect requiring plan providers to disclose certain 401(k) fees, sponsors have until the end of next month to pass the word to participants

By Darla Mercado
RETIREMENT PLANNING JUL 24, 2012
New fee disclosure rules could shake up 401(k) world

Financial advisers who work with 401(k) plan sponsors — as well as those prospecting for new clients in the retirement plan arena — will get a chance to shine this summer when new Labor Department fee disclosure rules kick in July 1.

By Mark Bruno
RETIREMENT PLANNING JUL 22, 2012
Advisers prefer leaving alts in VAs to others

By Darla Mercado
RETIREMENT PLANNING JUL 22, 2012
Life insurance guidelines could tie captive agents' hands

By Darla Mercado
RETIREMENT PLANNING JUL 22, 2012
ESOPs may help business owner clients retire

By LKUYKENDALL
When it comes to alts in VAs, advisers not DIYers: Jackson National
RETIREMENT PLANNING JUL 20, 2012
When it comes to alts in VAs, advisers not DIYers: Jackson National

Some 40% of new flows are going in Guidance Portfolios, a packaged strategy; 'counter-correlated sleeve'

By Darla Mercado
Genworth's Joelson steps down from running $75B portfolio
RETIREMENT PLANNING JUL 20, 2012
Genworth's Joelson steps down from running $75B portfolio

Genworth's chief investment officer Ronald Joelson, who oversees $75 billion in assets, is leaving to join Northwestern Mutual Life Insurance.

By Doug Cubberley