Retirement

Displaying 11709 results
Hartford reports pick up in VA surrender rate
RETIREMENT PLANNING MAY 23, 2012
Hartford reports pick up in VA surrender rate

In-force VA block lapse rate jumped by nearly 50% after Hartford announced it would leave annuity biz; many contracts in the money

By Darla Mercado
Forethought at forefront as RJ pulls plug on Hartford annuities
RETIREMENT PLANNING MAY 23, 2012
Forethought at forefront as RJ pulls plug on Hartford annuities

Company not prepared to put annuities manufacturer on its platform

By Darla Mercado
RETIREMENT PLANNING MAY 23, 2012
MetLife to pay $500M to settle death benefit probe

Multistate settlement follows review on whether companies were holding funds that should go to beneficiaries.

By Bloomberg
Security Benefit CFO: 'We're open to L.A. Dodgers investment'
LIFE INSURANCE AND ANNUITIES MAY 23, 2012
Security Benefit CFO: 'We're open to L.A. Dodgers investment'

Guggenheim's purchase of the Dodgers to close April 30, reportedly insurers will be tapped

By Darla Mercado
The Hartford's annuity exit a shocker for advisers
RETIREMENT PLANNING MAY 23, 2012
The Hartford's annuity exit a shocker for advisers

Carrier's wholesalers met with advisers as recently as last week, said insurer was “committed” to annuity space

By Darla Mercado
Young workers on 401(k) offerings: We want sure things
RETIREMENT PLANNING MAY 21, 2012
Young workers on 401(k) offerings: We want sure things

Gun-shy employees keen on investments that provide guaranteed income; little interest in diversification

By Darla Mercado
Indexed target date funds hitting the mark with plan sponsors
RETIREMENT PLANNING MAY 21, 2012
Indexed target date funds hitting the mark with plan sponsors

Employers seeking lower fees, less volatile results through passive management

By Darla Mercado
RETIREMENT PLANNING MAY 21, 2012
Time for a new 401(k) model?

Automatic features of the 401(k) have improved savings opportunities for millions can workers over the past few years, but more could be done now and no new legislation is needed.

By Mary Beth Franklin
Retirement savings tax breaks safe — for now
RETIREMENT PLANNING MAY 21, 2012
Retirement savings tax breaks safe — for now

At House hearing, neither Dems nor Republicans seemed eager to tinker with main selling point of 401(k)s and IRAs

By Mark Schoeff Jr.
Thrown some curves, service providers finally 'ahead of the curve' for 401(k) disclosures
RETIREMENT PLANNING MAY 21, 2012
Thrown some curves, service providers finally 'ahead of the curve' for 401(k) disclosures

Study shows plan sponsors are mostly satisfied with fee info they're now receiving; much-delayed rule kicks in July 1

By Darla Mercado
Search for retirement income leads to unlikely sources
RETIREMENT PLANNING MAY 17, 2012
Search for retirement income leads to unlikely sources

Reverse mortgages and managed futures emerging as options for affluent clients; munis in the mix as well

By Darla Mercado
Don't suffer an IRA tax faceplant
RETIREMENT PLANNING MAY 16, 2012
Don't suffer an IRA tax faceplant

Mistakes with retirement account taxes are common with IRS rules so complex

By LKUYKENDALL
Four-percent rule a relic, advisers say
RETIREMENT PLANNING MAY 16, 2012
Four-percent rule a relic, advisers say

More flexibility with withdrawal rate needed; emerging-markets investments change assumptions

By LKUYKENDALL
The return of pensions? Treasury backs annuities in retirement plans
RETIREMENT PLANNING MAY 16, 2012
The return of pensions? Treasury backs annuities in retirement plans

American retirement security now ranks as a top concern of the White House, right up there with unemployment and the federal budget deficit. In a joint announcement Thursday, the Departments of Treasury and Labor unveiled two executive actions to expand the transparency of 401(k) fees and broaden the availability of retirement plan payout options to encourage the use of annuities to provide lifetime income.

By Bloomberg
IRA business to boom, but advisers won't see much of it
RETIREMENT PLANNING MAY 16, 2012
IRA business to boom, but advisers won't see much of it

Large record keepers in the catbird's seat with retirement account assets set to grow by 37% in next four years

By Bloomberg
IRA ALERT MAY 15, 2012
A case of two wives and one pension

By Ed Slott
U.S. economy needs another miracle as productivity slows
RETIREMENT PLANNING MAY 15, 2012
U.S. economy needs another miracle as productivity slows

The world's largest economy may need its second miracle in 15 years as waning productivity growth sets the stage for slower income gains, fewer job opportunities and larger federal deficits in the U.S.

By Doug Cubberley
RETIREMENT PLANNING MAY 14, 2012
Ratings upgrade a real benefit to Security Benefit, says insurer's boss

Kiley says A rating will boost distribution of annuities; carrier's premiums already on the rise

By Darla Mercado
U.S. workers short on long-term disability coverage
RETIREMENT PLANNING MAY 14, 2012
U.S. workers short on long-term disability coverage

Despite employers' cutting back on benefits, few employees purchasing policies on their own 


By Mary Beth Franklin
Social Security makes a statement with virtual benefit estimates
RETIREMENT PLANNING MAY 14, 2012
Social Security makes a statement with virtual benefit estimates

Important financial planning tool now available online

By Mary Beth Franklin