IRS Clarifies When Retirement Plan Overpayments Can Be Rolled Over
By Melanie WaddellThe guidance allows "plans to refrain from going after innocent retirees who received too much," J. Mark Iwry says.
October 22, 2024
How Medicare Advantage Cuts Have Hurt the 2025 Plan MarketTrade groups have analyzed new CMS data to measure the toll of rising care costs and policy changes.
October 22, 2024
LPL Board Confirms Rich Steinmeier as CEOThe company also appointed a new president and chief financial officer.
October 22, 2024
'A Wake Up Call to the Life Insurance Industry:' California Sues InsurersThe case was filed against American General, Lincoln Benefit, Everlake and Transamerica.
October 21, 2024
What Advisors Who Switch Firms Are Really Looking ForThere are two main motivations for making a move, recruiter Dave Glaser tells ThinkAdvisor.
October 21, 2024
CFA Institute Researches AI's Impact on Testing and CurriculumThe use of AI over the next five to seven years could involve making the exams more interactive, says the CFA Institute's CEO.
October 21, 2024
Supreme Court Rejects Bid to Let President Fire Agency LeadersThe court upheld a ruling that has become a target for groups seeking to defang agencies like the SEC.
October 21, 2024
WisdomTree Hit With $4M Fine Over ESG FundsThe firm misstated that funds avoided companies involved in fossil fuels and tobacco, the SEC said.