While the measure was praised by people in the retirement-savings sector, its release spurred a renewed push for passage of the SECURE Act.
Senate vote on retirement-savings measure not likely this month, so supporters ready push for fall.
Professional employer organizations give independent advisory firms a way to gain quality coverage.
Clients are living longer, and advisers will need to help them avoid outliving their money
Breaking up the numbers can replace the panic with planning.
Advisers who pull their fee from nonqualified annuities could cause a taxable event for their clients.
The new tool will generate a basic income plan that combines guaranteed fixed annuities and traditional asset management models.
Tax-free health savings accounts, Roth IRAs, insurance and annuities can help cover retirees' future health-care costs.
LPL broker Lance Browning alleges the insurer acted unlawfully last year when it terminated certain trail commissions.
Deal for John D. Dovich & Associates in Cincinnati adds $600 million in AUM.
Fee-only advisers who want to sell clients life insurance without a commission have few options available.
Tools and courses can help advisers guide clients through deadlines and choices
Firms are able to inflate projections of cash accumulation in IUL policies via bonuses and multipliers.
The move is a big deal for RIAs, experts say, since TIAA was one of only a few insurers to offer fee-only life policies.
Multiple accounts at previous employers diminishes the feasibility of these accounts
For many retirees, the struggle isn't having enough money, but confidently spending what they've worked so hard to accumulate.
The partnership connects the robo with 3 million customers and $9 billion in Optum's HSAs.
Center for Economic Justice argued in a comment letter to the NAIC that insurers are incentivized to develop indexed annuities with disingenuous product illustrations.
Just one in five employers solicits HSA rollovers from new hires, which could have negative consequences
Individuals without a securities license are increasingly, and unlawfully, soliciting business.
