Retirement

Displaying 11707 results
RETIREMENT PLANNING APR 23, 2012
LTCI too pricey even for Uncle Sam as CLASS Act yanked

Executives at life insurance companies can breathe a sigh of relief now that the proposed federal long-term-care insurance program — the CLASS Act — has been killed

By Darla Mercado
Historic Chapter 11 case could trigger wave of public-pension bankruptcies
RETIREMENT PLANNING APR 19, 2012
Historic Chapter 11 case could trigger wave of public-pension bankruptcies

Workers in Northern Mariana look to halt fund's filing for court protection; benefits could be slashed by more than half

By Darla Mercado
Gingrich's charitable giving not so charitable, data show
RETIREMENT PLANNING APR 18, 2012
Gingrich's charitable giving not so charitable, data show

Candidate's donations lower than most in his income bracket; conservatives tend to give more

By John Goff
TAX APR 17, 2012
Buffett rule faces Senate vote; opposition from GOP is solid

By Mark Schoeff Jr.
LIFE INSURANCE AND ANNUITIES APR 17, 2012
Advisers, B-Ds step back from The Hartford

By Darla Mercado
RIAS APR 17, 2012
Advisers find slim pickings as VA market contracts

By Darla Mercado
MetLife to kill VA living benefit this month
LIFE INSURANCE AND ANNUITIES APR 17, 2012
MetLife to kill VA living benefit this month

Insurer to stop issuing the GMIB Plus IV rider Feb. 24

By Darla Mercado
Score one for the little guy; Obama's budget proposal bonks big guys, helps planless savers
RIAS APR 17, 2012
Score one for the little guy; Obama's budget proposal bonks big guys, helps planless savers

Families earning more than $250K lose incentive; those without plans can access an auto-IRA

By Darla Mercado
2011 good sign money market reform not needed: ICI
RETIREMENT PLANNING APR 17, 2012
2011 good sign money market reform not needed: ICI

Says funds have held up despite fears of a global recession and drama on the Continent

By Jason Kephart
ASPPA, record keepers ask DOL for extension on plan fee disclosure
RETIREMENT PLANNING APR 17, 2012
ASPPA, record keepers ask DOL for extension on plan fee disclosure

The American Society of Pension Professionals and Actuaries and its sister organization The Council of Independent 401(k) Recordkeepers have asked the Labor Department for more time to meet enhanced fee disclosure requirements.

By Darla Mercado
ASPPA to Congress: 'Hands off our tax breaks'
RETIREMENT PLANNING APR 17, 2012
ASPPA to Congress: 'Hands off our tax breaks'

Group storms Capitol Hill to protect retirement savings vehicles

By Bloomberg
RETIREMENT PLANNING APR 16, 2012
States with sky-high property taxes

By John Goff
Bankers Life settles charges it ran unlicensed B-D operations
LIFE INSURANCE AND ANNUITIES APR 16, 2012
Bankers Life settles charges it ran unlicensed B-D operations

Insurer to pay nearly $10M to close case; states claim carrier had commission arrangement with Uvest, ProEquities

By Darla Mercado
FSI lays into Labor Department on fiduciary proposal
RETIREMENT PLANNING APR 16, 2012
FSI lays into Labor Department on fiduciary proposal

Advocacy group demands update on rule revamping; 'withdraw and re-propose, not withdraw and walk away'

By Darla Mercado
FSI to Labor Dept.: We'll send IRA info ASAP
RETIREMENT PLANNING APR 16, 2012
FSI to Labor Dept.: We'll send IRA info ASAP

But broker-dealer group still not convinced applying fiduciary standard to IRA advice necessary

By Bloomberg
RIAS APR 16, 2012
Jackpot-winning asset managers are on the ball

By Andrew Osterland
Lawmakers, adviser groups gird for another fiduciary-rule battle with DOL
RETIREMENT PLANNING APR 16, 2012
Lawmakers, adviser groups gird for another fiduciary-rule battle with DOL

By Mark Schoeff Jr.
RETIREMENT PLANNING APR 15, 2012
AllianceBernstein veteran stepping down — to become a schoolteacher

Fontaine's career change comes amid crucial product launch for DC unit; “bittersweet”

By John Goff
OPINION APR 15, 2012
Centralizing retirement accounts

By Jack Sharry
Obama budget raises taxes for 27% of households
RIAS APR 13, 2012
Obama budget raises taxes for 27% of households

Obama's budget would raise marginal tax rates to a maximum of 39.6%, up from 35%. High-income taxpayers would also face higher rates on investment income and limits on deductions.

By Doug Cubberley