Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
"Let me check with my advisor..."
By Fred Cowley"Let me pass your proposal by my current advisor ... to see what he thinks." When you hear this statement from your prospective client, what do you think it means? You are excited beyond measure. Why? Because, in your mind,
February 24, 2009
Feds Send Health Plans On Hunt For Social Security NumbersGroup health plans are facing a major new data collection challenge...
February 17, 2009
Pension contributions expected to doubleThe nation's largest defined benefit pension plans lost $49 billion in assets in January. Employers may have to double their contributions this year, according to...
February 15, 2009
Economic Woes Threaten Insurance Data SecurityIn tough economic times like these, people do what they have to do to put bread on the table, and inevitably some of those people turn to criminal activity as a source of income...
February 12, 2009
Give boomer clients a (tax) breakWriting on SmartMoney.com, Bill Bischoff points out six tax breaks to help high-income clients limit their tax bill this year. Take advantage of SEPs. Over...
February 10, 2009
Social Security Administration braces for wave of boomers, lack of staffThe Government Accountability Office (GAO) has addressed concern over the Social Security Administration's (SSA) ability to offer satisfactory service in the wake of a significant...
February 10, 2009
EBSA Answers Funding Notice QuestionsThe Employee Benefits Security Administration has published a batch of advice aimed at sponsors and administrators of defined benefit pension plans.
February 01, 2009
B/D Briefs News & ProductsMaking a final determination on a long anticipated decision on whether equity indexed annuities (EIAs) are insurance products or securities, the SEC voted December 17...