Company says O shares won't have front-end load, making them cheaper than other contracts; will likely discourage exchanges
More detail? Less detail? Groups disagree about the DOL's plan to hike disclosure about the funds
Rule requiring greater disclosure draws fire from retirement plan providers
Section 401(k) of the Internal Revenue Code went into effect in 1980 and subsequently launched what has become the largest private-sector retirement plan in the United States.
Pressure is mounting to prop up the sagging Social Security system. Requiring workers to set aside some money of their own may be the solution.
With two of the most severe bear markets of this century fresh in their short-term memories, affluent investors — particularly the youngest investors — appear to be quite skittish about investing in anything but the safest of asset classes.
A new health insurance tax credit could hit some small financial advisory firms in their sweet spot — but only if they fit a specific profile
Last year, many financial advisers worked with clients to implement Roth conversions
Oracle of Omaha says rich folks should pay more in taxes; 'we have it better than we've ever had it'
Carrier rejiggers pricing and products due to low interest rates; 'small window' for rivals
Warren Buffett, who amassed the world's third-biggest personal fortune through decades of stock picks and takeovers, told CNBC his worst investment was the textile mill that gave its name to Berkshire Hathaway Inc.
President's budget would end break on corporate-owned insurance; dividends-received reduction also targeted
The taxman enforceth — now more than ever. Here are a few simple suggestions to stay out of harm's way.
Prudential once again has pulled back on the living benefits in one of its most popular variable annuities
Genworth Financial Inc.'s decision to leave the variable annuities business could herald more departures by other peripheral players this year.
Group still 'kicking the tires' on MetLife annuity; offering is popular with firm's reps, however
LPL Financial soon will unveil to its representatives an expanded menu of fee-based VAs — a product that has proved unpopular among brokers so far.
American workers and retirees are more hopeful about the economy now than they were in the third quarter, but both groups remain worried about their own finances, according to a survey released today.
A proposal to cut by more than half the total amount employers and employees may contribute to their defined-contribution plans could spur some employers to kill the plans, industry lobbyists say.
Congressional failure to extend current marginal rates would slam middle-income earners; 'kick the can'
