Retirement Planning

Displaying 7913 results
RETIREMENT RETIREMENT PLANNING JUL 07, 2013
Mary Beth Franklin: No mulligan after claiming spousal benefits early

But sometimes it's smart for one spouse to file before reaching 66

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING JUL 03, 2013
Health coverage may not be client's first priority

By Jeff Benjamin
RETIREMENT RETIREMENT PLANNING JUL 02, 2013
DOL's Borzi says fiduciary rule will be simple: clients come first

Official calls economic analysis "robust," says process is completely transparent.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING JUN 27, 2013
Bond market fears igniting interest in fixed annuities

The bond market's struggles have ignited investor interest in fixed annuities, though the products come with warnings, as insurers deal with the same rate pressure as bond owners.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING JUN 26, 2013
Financial lives in flux as DOMA decision awaited

By Liz Skinner
RETIREMENT RETIREMENT PLANNING JUN 26, 2013
Next benefit fortress to fall: Employee health insurance

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING JUN 26, 2013
Retiree health care nut drops by $20k — but hold the parade

Economy, Medicare factor into new Fidelity forecast but decline is only temporary

By Darla Mercado
RETIREMENT RETIREMENT PLANNING JUN 25, 2013
Plan sponsors to advisers: More, more, more

Survey shows 401(k) clients at smaller businesses expecting ramped-up service; fees the only thing they want less of

By Darla Mercado
RETIREMENT RETIREMENT PLANNING JUN 23, 2013
VA guidance is responsibility of reps: Compliance experts

By Darla Mercado
RETIREMENT RETIREMENT PLANNING JUN 23, 2013
15 transformational events: Boomers' hit retirement

The first boomers turned 65 in 2010 — and suddenly advisers had to think less about accumulation, more about principal protection

By Darla Mercado
RETIREMENT RETIREMENT PLANNING JUN 23, 2013
VA squeezes under scrutiny from regulators

By Darla Mercado
RETIREMENT RETIREMENT PLANNING JUN 23, 2013
Cases affect planning for gays

By Liz Skinner
RETIREMENT RETIREMENT PLANNING JUN 22, 2013
SEC officials warn insurers on annuity disclosures, VA changes

As complexity grows, so does need for clear language, group told

By Darla Mercado
RETIREMENT RETIREMENT PLANNING JUN 22, 2013
B-D execs up in arms over The Hartford's VA plan

B-D execs are up in arms over The Hartford's VA plan, saying considerable legwork will be required to ensure clients don't lose living benefits; litigation's a big concern, too.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING JUN 22, 2013
Hartford's VA redo could kill off living benefits for some clients

Failure to respond to new restricted investment menu could see rider yanked; 'off guard'

By Darla Mercado
RETIREMENT RETIREMENT PLANNING JUN 20, 2013
Life settlements on regulators' radar as states push their use

Texas latest to encourage holders to sell life insurance, use proceeds for long-term care.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING JUN 20, 2013
Five IBDs in $7M settlement over nontraded-REIT sales

Galvin's tally for investors this year tops $11M, fines reach $1.4M

By Bruce Kelly
RETIREMENT RETIREMENT PLANNING JUN 19, 2013
Letter to 6,000 401(k) sponsors has advisers doing damage control

Letter to 401(k) plan sponsors claiming fees are too high, threatening publicity blitz, has advisers scrambling. Who wrote it?

By Darla Mercado
RETIREMENT RETIREMENT PLANNING JUN 19, 2013
Prudential, Cigna in $35 million 401(k) suit settlement

If deal stands, would mark another win for Schlichter.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING JUN 19, 2013
Mary Beth Franklin: Social Security benefits include past inflation adjustments

COLA preserves value of spousal benefit for couples with wide age gaps.

By Mary Beth Franklin