Retirement benefits will see a slew of changes in 2012: Seniors will get significantly bigger Social Security checks and face only modest increases in Medicare premiums. Workers will also be eligible to defer taxes on more money in their 401(k) plans and get more disclosures about the fees and expenses they are paying. Other changes on the horizon? Rising Social Security taxes, slightly better Medicare Part D gap coverage, more 401(k) match reinstatements, and increased IRA income limits.
The company will start out offering the feature with its Equi-Vest group variable annuity contract.
Clareto wants to expand efforts to provide health data for life insurance underwriters.
Steven Seitz's promotion from acting director was effective this past week.
Sponsored by American Portfolios
Making sure customers are satisfied is no longer enough. Discover six ways to delight your clients, while solidifying your bond.
Sponsored by FTJ | FundChoice
You need a way to effectively manage client expectations, especially when the market makes erratic swings. Answers to three key questions will give you a great place to start.
Don’t miss crucial news and insights you need to make informed investment advisory decisions. Join ThinkAdvisor.com now!
- Free unlimited access to ThinkAdvisor.com which provides advisors, like you, with comprehensive coverage of the products, services and trends necessary to guide your clients in making critical wealth, health and life decisions.
- Exclusive discounts on ALM and ThinkAdvisor events.
- Access to other award-winning ALM websites including TreasuryandRisk.com and Law.com.
Copyright © 2019 ALM Media Properties, LLC. All Rights Reserved.