Retirement

Displaying 11706 results
The Hartford does 'something drastic,' will exit annuity and life insurance businesses
RETIREMENT PLANNING MAR 25, 2012
The Hartford does 'something drastic,' will exit annuity and life insurance businesses

Venerable insurer makes dramatic move amid pressure from shareholder John Paulson

By John Goff
DOL big: 12(b)-1 fees, revenue sharing part of the fiduciary package
RETIREMENT PLANNING MAR 23, 2012
DOL big: 12(b)-1 fees, revenue sharing part of the fiduciary package

But still no specific timetable for issuance of revised rule

By Darla Mercado
'Transformative events' shape client's financial thinking, survey finds
RETIREMENT PLANNING MAR 23, 2012
'Transformative events' shape client's financial thinking, survey finds

Upper-middle class more worried about life's big moments than the next 12 months

By Jeff Benjamin
Ponzied placekicker sets NFL records after hitting bottom: ESPN.com
RETIREMENT PLANNING MAR 23, 2012
Ponzied placekicker sets NFL records after hitting bottom: ESPN.com

With a sick daughter, a missing fortune and an uncharacteristic hiccup in a key playoff game, luck just wasn't with current San Francisco 49ers kicker David Akers this time last year. What a difference a year makes.

By IN Staff
Fun is done: Frugality rules as tax refunds to be squirreled away
REGULATION AND LEGISLATION MAR 22, 2012
Fun is done: Frugality rules as tax refunds to be squirreled away

Survey shows a shift in what filers plan to do with checks from the IRS; 'more reserved and cautious'

By Lavonne Kuykendall
Worst nightmare as IRS wants $550K in penalties over $4K tax bill
REGULATION AND LEGISLATION MAR 22, 2012
Worst nightmare as IRS wants $550K in penalties over $4K tax bill

Agency taking dim view of hidden assets -- even if the hiding's not intentional

By John Goff
Taxpayers getting short shrift due to IRS 'shortcuts': Watchdog
REGULATION AND LEGISLATION MAR 22, 2012
Taxpayers getting short shrift due to IRS 'shortcuts': Watchdog

Lack of funds for agency leading to erosion of rights, citizens' advocate tells Congress

By John Goff
RIAS MAR 21, 2012
Breaking up is hard to do - especially with annuities

By Darla Mercado
RETIREMENT PLANNING MAR 21, 2012
The top 25 sellers of variable annuities

Participating issuers, ranked by sales

By Mark Bruno
RETIREMENT PLANNING MAR 21, 2012
The top 25 variable annuity providers through independent B-Ds

Top participating issuers of VAs

By Mark Bruno
RETIREMENT PLANNING MAR 21, 2012
Longevity insurance promising - but higher rates would help

By Darla Mercado
Will BAML's new fiduciary service make big contribution to its DC business?
RETIREMENT PLANNING MAR 20, 2012
Will BAML's new fiduciary service make big contribution to its DC business?

Bank of America's new fiduciary service will be available to plans with at least $25 million in defined-contribution assets and their retirement plan specialist advisers

By Darla Mercado
RETIREMENT PLANNING MAR 20, 2012
What's behind money in motion

By Chris J. Brown and Laura Varas
Schumer wants early fight on ending Bush-era tax cuts for top earners
RIAS MAR 20, 2012
Schumer wants early fight on ending Bush-era tax cuts for top earners

Several top Senate dems believe they're in a stronger position now than in 2010 to go after Bush-era tax cuts for top earners

By Doug Cubberley
TAX MAR 20, 2012
Christie to Oracle of Omaha: 'Write a check and shut up'

By Bloomberg
VA clients holding on to their VAs instead of surrendering them
RETIREMENT PLANNING MAR 19, 2012
VA clients holding on to their VAs instead of surrendering them

VA clients are less likely to surrender their variable annuities, as living benefits retain high value

By Darla Mercado
Another snafu in DOL's plan to update fiduciary standard
RETIREMENT PLANNING MAR 19, 2012
Another snafu in DOL's plan to update fiduciary standard

Letter sent to industry groups gave some one day to provide requested information; short notice

By Bloomberg
LIFE INSURANCE AND ANNUITIES MAR 18, 2012
OSU, Pickens come up empty in insurance battle

By Darla Mercado
RETIREMENT PLANNING MAR 18, 2012
These tech tools know how to take annuities into account

By Davis Janowski
Americans: We're responsible for our financial well-being — just don't ditch Social Security
RETIREMENT PLANNING MAR 16, 2012
Americans: We're responsible for our financial well-being — just don't ditch Social Security

Also believe it's Uncle Sam's job to protect investors from fraud

By Mark Schoeff Jr.