Retirement & Insurance

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  1. Articles

    Mountains of paperwork make 401(k) transfers a tough hill to climb

    Moving money from one record keeper to another so hard that some clients give up and stay put.

  2. Articles

    Adapt investment strategies to pay for long-term care

    Retirement expert Mary Beth Franklin details the importance of adjusting client investment portfolios to cover the costs of long-term care.

  1. Articles

    IRS chief pushes for comprehensive reform, not piecemeal approach to tax reform

    Meanwhile, Ways and Means to send tax extensions bill to full Senate on Thursday.

  2. Articles

    Account opening is No. 1 tech concern: Survey

    Beacon finds 'client onboarding' has replaced social-media archiving as brokers' biggest technology challenge.

  3. Articles

    When women-run retirement funds beat the boys

    Breakfast with Benjamin: Women-run retirement funds have consistently higher returns than those run by men. Here's why. Plus: Four data points to watch this morning, dealing with a bankrupt hedge fund, how the FBI is watching high-frequency trading, and April Fool's Day around the web.

  4. Articles

    File and suspend won't be suspended … just yet

    Obama budget proposal seems to target some Social Securities claiming strategies but this popular one is safe – for now.

  5. Articles

    Is retirement dead?

    Enlightened thinkers about retirement seem to share two assumptions: *Retirement is an invention with a limited history; *The future of retirement is by no means sure, if it's not already dead. As someone that works in the mutual fund industry, I confess a vested interest in the survival of the

  6. Articles

    Even the affluent are delaying retirement

    As baby boomers continue to reel from the recession, even the affluent admit that saving for retirement is a struggle.

  7. Articles

    Regulators compete for slice of IRA rollover pie

    Rollovers used to be the 'Wild West' of regulation; now advisers need to watch out for new rules

  8. Articles

    How to build a better nest egg

    It's not novel or innovative. It's what our parents' advisers told them they should be doing – socking money away in a defined contribution plan so that when their Golden Years arrived, the era's shine would not be dimmed by financial concerns.

  9. Articles

    Putnam, Great-West Financial to combine retirement businesses

    Combined companies will have $220B in assets; Putnam chief Robert Reynolds named CEO of Great-West Lifeco U.S.

  10. Articles

    Brain drain at Social Security Administration

    When it comes to deciding when to collect Social Security benefits, one of the biggest mistakes a client or financial adviser can make is assuming that the Social Security Administration representatives will help them sort through their claiming options. “The agency is having some real issues about

  11. Articles

    Plaintiffs win mixed decision in landmark 401(k) fee case

    Plaintiffs, represented by Jerome Schlichter, win mixed decision in a landmark 401(k) fee case as appeals court backs fiduciary claim against ABB but reverses decision against two Fidelity companies.

  12. Articles

    Fidelity wants to get advisers into the 401(k) game

    Fidelity Institutional Wealth Services wants to help them make a concerted push into plan advising

  13. Articles

    Help Your Aging Clients be Safe at Home

    Love begins by taking care of the closest ones - the ones at home. --Mother Teresa We all appreciate our homes as a source and symbol of our independence. From the moment we buy our first home, and even as we get older, our homes often represent much more to us than just a place to live. But even

  @IN Wire

Mar 07 10:29PM
10 professions that need the most coffee to survive - I Love Coffee http://t.co/3XfZW17f0c
Mar 07 10:00PM
"J.P. Morgan Securities goes on recruiting offensive" http://t.co/Ag4rX0oR04 good read

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