Top 5 Fixed Annuity Benefits to Discuss With Clients
The opportunity to make investments with a guaranteed minimum rate of return is just one of the reasons why fixed annuities are gaining steam.
Retirement Plan Participants Unhappy With Plan Sponsors
Third annual American Century survey finds most workers wish they had saved more, and wished their employer would give them more guidance.
Boomers Drive IRA Rollover Surge, Advisors Lead Pack as Recipients: Cerulli
Aging Baby Boomers who consolidate their accounts will push asset growth to $12 trillion by 2020 and advisors, so far, are getting most of it.
Massachusetts Distributes $3 Million to 14,000 Swindled Investors
Massachusetts said 14,000 investors have received a total of $2.9 million in settlements related to the illegal TelexFREE pyramid scheme.
On Social Security’s 80th Birthday, Americans Still Love It
Retirement and independent living hinge on program benefits, AARP survey finds.
DOL Fiduciary Plan Needs Rollover Exemption: Retirement Experts
Lawmakers and ARA say a new exemption is needed so plan advisors won’t be prohibited from helping participants with rollovers.
Ken Fisher’s 401(k) Unit Says DOL Fiduciary Plan Limits Investment Advice
Small plans could be hurt; DOL must also “make clear” some marketing activities are not fiduciary activity, Fisher unit said in comment letter.
12 Weakest States for Retirement Security: NIRS
There’s “room for improvement” in all states to build better retirement support systems, Diane Oakley said.
Variable Annuity Study Finds No Fees for Most Partial Withdrawals, Cash-Outs
VA surrender charges that investors actually pay are considerably lower than the fees listed in prospectuses, the report found.
U.S. Raise Long-Term Care Insurance Rates for Government Workers
The increases for new enrollees apply across all plan options in the country's largest LTCI program, but some coverage is expanding.