Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Majority of seniors fear impact of social program changes
By Ginny KiplingA LIMRA study shows that the majority of retirees are concerned about retirement plans falling through due to tax raises and changes to Medicare and Social Security.
April 21, 2011
Brokerage Affiliate to Settle ClaimsA financial services company says a broker-dealer subsidiary has entered into a settlement agreement in connection with claims related to private placement sales.
April 21, 2011
Ameriprise to Pay $150 Million to Settle Securities America ChargesSettlement still needs court approval, claimants’ buy-in; no wrongdoing admitted by Securities America.
April 20, 2011
Retired Clients Stress Over Social Security, Medicare ChangesIt's one thing to worry that benefits from Social Security and Medicare will be unavailable when your clients need them.
April 20, 2011
Obama Talks to Students Then Holds Facebook Town HallAs President Barack Obama readies to hold a town hall meeting on the economy at Facebook’s headquarters on Wednesday, the President told students during a town hall meeting at Northern Virginia Community College on Tuesday that his plan to cut the nation’s $1.4 trillion deficit would not include “cutting education...
April 13, 2011
Securities America, Ameriprise Said to Be Near Settlement With PlaintiffsThe IBD tells its reps it is making “good progress” toward settlement over private placement securities.
April 12, 2011
Congress Moves Budget Vote to Thursday; SEC, CFTC See Budget BoostThe House and Senate are scheduled to hold votes on a final budget agreement in the form of a Continuing Resolution that would fund the government until Sept. 30 and cuts more than $38 billion in federal spending.
April 06, 2011
Report Says DB Pensions are at a Tipping PointMore than half of private sector defined benefit plan sponsors in Canada have converted their plans to defined contribution arrangements for current or future employees, according to a new report.