Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
The Ins and Outs of Annuity Suitability
By Moshe A. MilevskyThe word “suitability” evokes a unique reaction within the financial services industry. It carries legal as well as emotional baggage that…
June 28, 2011
John Hancock Launches IRA Consolidation Services UnitJohn Hancock Retirement Income has debuted a new unit to assist 401(k) plan participants consolidate retirement accounts into qualified retirement plans with John Hancock.
June 28, 2011
IRI: Training key to increasing advisor use of VAsIncreased education in retirement planning may be the key to expand the number of advisors who sell variable annuities, according to a new survey from The Insured Retirement Institute.
June 27, 2011
Federal Appeals Court Backs NFL Retirement BoardA federal appeals court in northern Georgia has ruled against a law firm's claim to former NFL players' retirement benefits, and in favor of an ERISA pension and welfare plan.
June 27, 2011
Federal Appeals Court Backs NFL Retirement BoardA federal appeals court in northern Georgia has ruled against a law firm's claim to former NFL players' retirement benefits, and in favor of an ERISA pension and welfare plan.
June 27, 2011
IRI: Training key to increasing advisor use of VAsIncreased education in retirement planning may be the key to expand the number of advisors who sell variable annuities, according to a new survey from The Insured Retirement Institute.
June 24, 2011
Annuity Titling and Beneficiary Designations: Structure Mishaps, Miscues and MisfortunesDid you know that more than one-third of nonqualified annuities are improperly titled?
June 24, 2011
For Boomers, ‘New Normal’ Means Guaranteeing a Stable RetirementBoomers are still more interested in guarantees than in high returns, a survey released Thursday by Allianz found.