Retirement Planning

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RETIREMENT RETIREMENT PLANNING JUL 15, 2012
FSI takes DOL's Borzi to the mat

By Darla Mercado
Borzi, Schapiro demonstrate power of tough regulators
RETIREMENT RETIREMENT PLANNING JUL 10, 2012
Borzi, Schapiro demonstrate power of tough regulators

In the middle of a presidential election year, it's natural to focus on the combat for the White House. The real impact of the vote this November, however, will be felt at the regulatory level by the personnel who are appointed by the president and implement financial-services rules.

By Mark Schoeff Jr.
Dueling fiduciary standards from SEC, DOL 'not workable,' says industry expert
RETIREMENT RETIREMENT PLANNING JUL 10, 2012
Dueling fiduciary standards from SEC, DOL 'not workable,' says industry expert

But Labor's Borzi says single standard impossible since two agencies operate under different statutes

By Mark Schoeff Jr.
RETIREMENT RETIREMENT PLANNING JUL 10, 2012
Young workers want sure things as 401(k) options

By Darla Mercado
RETIREMENT RETIREMENT PLANNING JUL 09, 2012
Financial planners in limbo after health-care ruling

Supreme Court decision could muddle end of the year wrangling in Congress; which taxes are in, which are out

By Mark Schoeff Jr.
Social Security's coming crisis quantified: $20.5 trillion
RETIREMENT RETIREMENT PLANNING JUL 08, 2012
Social Security's coming crisis quantified: $20.5 trillion

The $20.5 trillion fiscal gap separating Social Security's liabilities and assets -- its unfunded liability -- is enormous; it is 1.4 times U.S. gross domestic product and 34 times annual Social Security taxes.

By Doug Cubberley
RETIREMENT RETIREMENT PLANNING JUL 08, 2012
Wells Real Estate nixes controversial charge

In a move that should cheer shareholders, Wells Real Estate has decided against charging clients an internalization fee.

By Bruce Kelly
Site offering inside view of 401(k)s could be boon to advisers
RETIREMENT RETIREMENT PLANNING JUL 05, 2012
Site offering inside view of 401(k)s could be boon to advisers

Guardian web site explains what plan advisers do, and what they get paid for doing it

By Mary Beth Franklin
Decision not to liquidate LTC insurer could leave policyholders up the creek
RETIREMENT RETIREMENT PLANNING JUL 05, 2012
Decision not to liquidate LTC insurer could leave policyholders up the creek

Judge's ruling keeps Penn Treaty in business, but large rate increases could follow

By Darla Mercado
Armed with fee info, plan sponsors bailing on service providers
RETIREMENT RETIREMENT PLANNING JUL 02, 2012
Armed with fee info, plan sponsors bailing on service providers

New data triggering a rethink about vendors; clients open to switching

By Darla Mercado
Advisers will be key in breaking down 401(k) costs for companies: Schwab exec
RETIREMENT RETIREMENT PLANNING JUL 02, 2012
Advisers will be key in breaking down 401(k) costs for companies: Schwab exec

Advisers will be instrumental in breaking down 401(k) costs for plan sponsors; investment fees to be an “eye-opener”

By Darla Mercado
RETIREMENT RETIREMENT PLANNING JUN 29, 2012
Axa offers deals to let clients drop VA death benefits

By Darla Mercado
RETIREMENT RETIREMENT PLANNING JUN 29, 2012
'Classic' retirement becoming less likely

The Great Recession has put a great big dent in many retirement plans. Downsizing may be key, but a whole lot of boomers will have little choice but to stay on the job after the age of 65.

By MFXFeeder
Wells Fargo sued by borrowers over reverse mortgage policies
RETIREMENT RETIREMENT PLANNING JUN 29, 2012
Wells Fargo sued by borrowers over reverse mortgage policies

Wells Fargo & Co. is ignoring federal rules on reverse mortgages and forcing homes into foreclosure instead of giving heirs a chance to buy them, according to a lawsuit.

By Doug Cubberley
Advisers must act after Obamacare gets clean bill of health from Supreme Court
RETIREMENT RETIREMENT PLANNING JUN 28, 2012
Advisers must act after Obamacare gets clean bill of health from Supreme Court

In the climax to an epic legal battle, the Supreme Court ruled that President Obama's massive health-care overhaul does not violate the Constitution. So what does this mean for advisers? Plenty.

By Mark Schoeff Jr.
Supreme Court ruling an ill wind for these health care stocks
RETIREMENT RETIREMENT PLANNING JUN 28, 2012
Supreme Court ruling an ill wind for these health care stocks

Hospitals, big pharma likely winners, but HMOs, equipment makers could take a hit

By Jeff Benjamin
Health care space has horse in race with possible Obamacare repeal
RETIREMENT EQUITIES JUN 28, 2012
Health care space has horse in race with possible Obamacare repeal

Romney win would be boon for insurers, bust for hospital-related stocks

By Jeff Benjamin
Advisers ducking crucial retirement issue: MIT prof
RETIREMENT RETIREMENT PLANNING JUN 28, 2012
Advisers ducking crucial retirement issue: MIT prof

Financial advisers 'hide under the table' when clients ask about future health care costs, says Coughlin; guessing game

By Darla Mercado
RETIREMENT RETIREMENT PLANNING JUN 28, 2012
No easy fix to withdrawal rates in retirement

By MFXFeeder
Translating Medicare-ese for financial advisers
RETIREMENT RETIREMENT PLANNING JUN 28, 2012
Translating Medicare-ese for financial advisers

Another new tool helps advisers guide their clients through the ever-important Medicare decisions

By Mary Beth Franklin