Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
LPL Fined $1.1M for Not Registering Advisors in Massachusetts
By Janet LevauxThe IBD did not properly register 651 "agents" or file 800 "reportable events" in a timely manner, regulators say.
June 18, 2019
What if We Don't Shore Up Social Security?A new EBRI report calculates the impact, along with what would happen if defined contribution plans were eliminated.
June 17, 2019
Fidelity Expands Model Portfolios: Portfolio ProductsAlso, a consortium of firms has launched a packaged retirement program for advisors and plan sponsors.
June 14, 2019
Social Security, Postal Service Using Outdated ID Checks: GAOSome federal entities give individuals access to their online portals using a method that was deemed outdated after the Equifax breach.
June 05, 2019
To Fix Social Security, Finance the 'Missing Trust Fund'The Center for Retirement Research explains how Social Security could be funded for 75 to 150 years.
May 28, 2019
Public Pensions Had a Good Q1Milliman's top 100 public pension funding index shows a big jump in funded ratios.
May 20, 2019
In an Aging Japan, Job Hunters Are Getting OlderLack of corporate pensions may keep some workers in the workforce into their 70s. Or 80s.
May 17, 2019
Retirees Beware: IRS Pension Buyout Stance Shifts (Again)The recent IRS change of course on this issue may add complications into the mix for retired clients who are already in pay status.