Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
ASPPA to EBSA: New Pension Funding Notice is Too Long
By Allison BellDefined pension plan participants may tune out and miss important information if they get excessively long pension funding notices.
January 11, 2011
EBSA Schedules Fiduciary Definition HearingThe Employee Benefits Security Administration (EBSA) will hold a hearing on a proposed changed in the definition of the term "fiduciary" March 1 in Washington.
January 05, 2011
As New Congress Convenes, Republicans Scale Back Budget Cut GoalAs the 112th Congress convened Wednesday, Republican lawmakers who gained control of the House and vowed to cut domestic spending by $100 billion by year-end were now scaling back that figure by half.
January 04, 2011
Raise Taxes on the Wealthy to Balance Budget, Poll SaysAmericans tell ’60 Minutes’ and ‘Vanity Fair’ they prefer that to cuts in Defense, Medicare or Social Security.
January 03, 2011
Maximizing the Opportunity the Social Security Administration Has CreatedThe annual Social Security Statement provides a useful client building opportunity to financial advisors by providing an estimate of the level of Social…
December 29, 2010
Allstate Sues Countrywide Over $700 Million in Mortgage Backed SecuritiesAllstate filed a complaint in Manhattan federal court against Bank of America's Countrywide mortgage division, Bloomberg reported Wednesday.
December 29, 2010
Forget 2011 Budget, FY2012 Budget to Be Delayed as WellThe FY 2012 budget may include recommendations from the Presidential deficit reduction commission, including an increase in the retirement age for Social Security and a reduction on certain existing tax deductions.
December 23, 2010
Actuaries Board to Change Records RulesThe Joint Board for Enrollment of Actuaries plans to change the privacy rules governing case inventory files, enrollment files and general correspondence.