Top 20 Countries for Retirement Security: 2015
The U.S. keeps its spot near the bottom of the Natixis rankings for the third year running.
We’re Living Longer — Get Ready to Pay for It
ERISA attorney Marcia Wagner says increased life expectancy raises financial risks for retiring clients and requires careful planning.
Chamber of Commerce Raises Concerns With DOL Fiduciary Redraft
Top execs at U.S. Chamber of Commerce lay out their concerns about new rules affecting prohibited transaction exemptions, rollovers and IRAs.
5 Hot Retirement Planning Topics for 2015
QLACs and split 401(k) rollovers are just two of the top retirement planning trends that your clients need to be aware of.
Obama Budget’s Retirement Savings Cap Targets Wealthy
The retirement savings cap is a relatively small gambit in the budget’s larger effort to raise revenues but is seen as an attack.
More 401(k) Millionaires Than Ever
About 72,000 workers have $1 million or more parked in 401(k) plans, Fidelity data shows.
Advising LGBT and Foreign Clients; How Advisors Are Like Political Strategists: February IA Features—Slideshow
The repeal of Section 3 of the Defense of Marriage Act paved the way to open marriage benefits for gay couples, but if they live in states that don’t recognize same-sex marriage—of which there are still 15—they may still require the kind of complex financial planning they required before the...
Boomer Demand for Annuities to Stay High Despite Low Rates
Boomers are good for annuities.
Overcoming Sequence of Return Risk in Retirement Income
This often overlooked risk can often be diminished by adding annuities into the retirement income planning strategy.
Senators Introduce Retirement Security Act Focused on Small Business
“This Congress could make real strides in expanding opportunities for small businesses to provide retirement programs,” says ASPPA's Miller.