Retirement

Displaying 11706 results
LIFE INSURANCE AND ANNUITIES AUG 21, 2008
Marsh & McLennan appoints new CFO

The New York-based firm has chosen Vanessa A. Wittman as its new finance chief and executive vice president.

By Bloomberg
LIFE INSURANCE AND ANNUITIES AUG 21, 2008
LIMRA adds member to compliance team

Limra International Inc. today added Lawrence J. Niland to its compliance and regulatory services division.

By Bloomberg
TAX AUG 19, 2008
Some income not useable in bankruptcy

Under IRC Section 108, certain exceptions allow a taxpayer to exclude COD income from gross income.

By Bloomberg
LIFE INSURANCE AND ANNUITIES AUG 18, 2008
Hybrids will drive retirement income

Products that combine equity exposure, income generation and volatility protection may grow more popular among advisers, according to a retirement product executive.

By Bloomberg
TAX AUG 14, 2008
UBS wealth head allowed to leave United States

Martin Liechti has returned to Switzerland more than three months after he was detained material-witness warrant.

By Bloomberg
TAX AUG 13, 2008
Most corporations skirt federal tax

A GAO study found that about 66% of U.S. corporations didn't pay any federal income tax.

By Bloomberg
LIFE INSURANCE AND ANNUITIES AUG 13, 2008
Conseco to turn LTC unit into indie trust

Conseco said that it plans to transfer Conseco Senior Health Insurance, its long-term care unit, to an independent trust.

By Bloomberg
RETIREMENT PLANNING AUG 13, 2008
Despite turbulence, workers stick with plans

The amount of money that employees paid in to their defined contribution plans in the first half of 2008 increased.

By Bloomberg
LIFE INSURANCE AND ANNUITIES AUG 13, 2008
Alabama insurance commish to step down

Walter A. Bell, Alabama’s insurance commissioner, announced that he will step down at the end of the month.

By Bloomberg
RETIREMENT PLANNING AUG 12, 2008
Strapped Americans scrimping on insurance

Many are cutting back on medical care to cope with rising costs and a worsening economy, according to NAIC.

By Bloomberg
TAX AUG 12, 2008
Nuts and bolts of 529 college savings plans

A couple should consider setting up a 529 college savings plan to minimize the effect of spiraling tuition costs.

By Bloomberg
RETIREMENT PLANNING AUG 11, 2008
Employers make it easier to participate in 401(k)s

Employers are getting more proactive about offering incentives to make it easier for employees to use a 401(k) plan, according to a study from Deloitte Consulting LLP.

By Bloomberg
LIFE INSURANCE AND ANNUITIES AUG 11, 2008
Lieberman named CEO of Hartford Life Ltd.

The Hartford Financial Services Inc. today appointed Marc Lieberman president and chief executive of Hartford Life.

By Bloomberg
LIFE INSURANCE AND ANNUITIES AUG 11, 2008
Berkshire slumps, MBIA back in black

Berkshire Hathaway reported net earnings declined to $2.88 billion from $3.12 billion a year ago.

By Bloomberg
LIFE INSURANCE AND ANNUITIES AUG 11, 2008
Variable's loss is fixed's gain

Because of slumping second-quarter sales of variable annuities, industry observers believe fixed annuities could benefit.

By Bloomberg
LIFE INSURANCE AND ANNUITIES AUG 08, 2008
Principal report focuses on retirement income

The Principal Financial Group has released a white paper that examines the four methods of providing retirees with income.

By Bloomberg
LIFE INSURANCE AND ANNUITIES AUG 07, 2008
Marsh & McLennan profits plunge 63%

Marsh & McLennan Cos. of New York reported that its second quarter profit fell 63%to $65 million, or 13 cents per share.

By Bloomberg
LIFE INSURANCE AND ANNUITIES AUG 06, 2008
Gabelli to raise $200M for buyouts

Mario Gabelli plans to raise $200 million to buy a financial services, media or telecommunications company.

By Bloomberg
TAX AUG 05, 2008
Intentionally flawed trust offers tax savings

Consider a sale of assets to an intentionally defective grantor trust for the benefit of multiple younger generations.

By Bloomberg
RETIREMENT PLANNING AUG 05, 2008
Study: Invesco AIM tops in 401(k) resources

Following Invesco AIM were American Funds Group, Fidelity Investments and OppenheimerFunds Inc.

By Bloomberg