Retirement & Insurance
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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.
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.
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.
Account opening is No. 1 tech concern: Survey
Beacon finds 'client onboarding' has replaced social-media archiving as brokers' biggest technology challenge.
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.
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.
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
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.
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
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.
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.
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
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.
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
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
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February 27, 2014