2 Ways to Shore Up Social Security
The National Center for Policy Analysis crunches the numbers on two strategies to keep Social Security from going broke.
Treasury’s Final Longevity Annuity Regulations May Spark Growth
In its new QLAC regulations, the Treasury Department has quietly left open the door for variable and indexed annuities to enter the market.
The Wealthy Need Social Security Advice, Too
The need for quality Social Security claiming advice is greater than ever, so why isn’t the industry responding?
Millennials Saving for Retirement but Failing to Plan
Among millennials who have had a go at figuring out how much they’ll need to retire, 52% had “guessed.”
IRA Rollovers Face Scrutiny by ERISA Panel
The volume of retirement assets rolling out of defined contribution plans has gotten the DOL's ERISA Advisory Committee’s attention.
The Fastest Growing Retirement Plan You Never Heard Of
Cash-balance plans now have one-quarter the assets of 401(k)s, grew 22% in 2012, and appeal to small-business owners like doctors and dentists.
AARP Finds Its 50-and-Older Financial Literacy Program Effective
Vulnerable older people benefit from programs targeted to their unique financial challenges, AARP says.
Biggest Retirement Income Gap Seen for Oldest Pre-Retirees
If older pre-retirees want to keep up their current standard of living, they have more work to do than younger pre-retirees do on saving.
Taxed in 2 (or More) Countries? Saddle River Helps Sort It Out
Saddle River Capital Management recently launched a service to help clients with assets in multiple countries comply with the various tax laws they’re subject to.
Are 401(k) Revenue-Sharing Deals on Their Way Out?
About 13% of plans had no form of revenue sharing whatsoever last year, a figure that most expect will only grow.