Retirement

Displaying 11705 results
RETIREMENT PLANNING OCT 15, 2007
Miller may drop requirement for index fund from 401(k) bill

House Education and Labor Committee Chairman George Miller, D-Calif., is expected to remove a controversial requirement from his 401(k) bill that a low-cost index fund be included in all such plans, said an industry official.

By Bloomberg
LIFE INSURANCE AND ANNUITIES OCT 12, 2007
Nebraska insurance director dies

Nebraska insurance director L.Tim Wagner died on Tuesday, according to the National Association of Insurance Commissioners.

By Bloomberg
REGULATION AND LEGISLATION OCT 11, 2007
House eyes replacement for AMT

House Republicans have introduced a bill that would repeal the AMT with an optional “simplified tax.”

By Bloomberg
TAX OCT 10, 2007
Jackson Hewitt picks chief, shuffles execs

Tax preparer Jackson Hewitt has named Michael Yerington as its new president and chief executive.

By Bloomberg
RETIREMENT PLANNING OCT 10, 2007
Barclays adds annuity feature to 401(k)s

SponsorMatch lets employers give defined-contribution plan participants the longevity protection of a DB plan.

By Bloomberg
RETIREMENT PLANNING OCT 10, 2007
No help for plans from PPA, says study

The PPA has not increased the security of defined-benefit pension plans, the Pension Benefit Guaranty Corp. said.

By Bloomberg
RETIREMENT PLANNING OCT 09, 2007
Clinton proposes 401(k)-type savings plan

Democratic presidential candidate Hillary Clinton today announced a proposal to offer a 401(k)-type plan for all Americans.

By Bloomberg
LIFE INSURANCE AND ANNUITIES OCT 08, 2007
Advisers, providers remain skeptical on ETF-based annuities

More than two years after the launch of the first variable annuity based on exchange traded funds, VA providers and financial advisers are still ap-proaching the product with caution.

By Bloomberg
RETIREMENT PLANNING OCT 08, 2007
'Lifestyle portfolios' pay off in 401(k)s

Those investing in a single John Hancock lifestyle fund have higher ending balances, according to Hancock.

By Bloomberg
LIFE INSURANCE AND ANNUITIES OCT 08, 2007
Marsh unit sued by Connecticut AG

Guy Carpenter and Co. is accused of conspiring with reinsurers to fix prices and eliminate competition.

By Bloomberg
RETIREMENT PLANNING OCT 08, 2007
Annuities for 401(k)s meeting resistance

Financial advisers are resisting using annuities designed for 401(k) plans which are created by insurance firms.

By Bloomberg
LIFE INSURANCE AND ANNUITIES OCT 08, 2007
Advisers, providers remain skeptical on ETF-based annuities

More than two years after the launch of the first variable annuity based on exchange traded funds, VA providers and financial advisers are still ap-proaching the product with caution.

By Bloomberg
RETIREMENT PLANNING OCT 08, 2007
Personalized service the norm at Highline Wealth Management

The walls of Neal Simon's office at Highline Wealth Management LLC are lined with the images of people he and his wife photographed during their travels through China, Guatemala, India, Indonesia and Peru.

By Bloomberg
LIFE INSURANCE AND ANNUITIES OCT 05, 2007
Gallagher buys insurance brokerage firm

BIS Insurance Services, a Sacramento, Calif. employee benefits insurance broker, will remain in its current location.

By Bloomberg
RETIREMENT PLANNING OCT 04, 2007
Miller pushes for 401(k) fee disclosure

Too many 401(k) plan participants are not getting the best deals from their plans, said Rep. George Miller, D-Calif.

By Bloomberg
RIAS OCT 03, 2007
401(k) 'generalists' must become experts

The 401(k) arena now demands specialized advisers, said Phil Chiricotti, president of the Center for Due Diligence.

By Bloomberg
RETIREMENT PLANNING OCT 03, 2007
Evolve with 401(k)s, says expert

It's the “best of times” for advisers willing to embrace changes in the 401(k) space, said an expert in employee benefits law.

By Bloomberg
TAX OCT 02, 2007
Michigan slaps 6% tax on financial advice

The new tax, slated to go into effect on Dec. 1, applies to 23 services deemed by proponents to be non-essential.

By Bloomberg
RETIREMENT PLANNING OCT 02, 2007
Guidance sought on revenue-sharing funds

Advisers are looking to the DOL for guidelines about how to handle revenue-sharing funds that could be refunded to plan sponsors in 401(k) plans.

By Bloomberg
RETIREMENT PLANNING OCT 02, 2007
Advisers need to be 401(k) experts

As automatic features continue to propel 401(k) plans, advisers need to become retirement specialists to add value to the plan.

By Bloomberg