Income Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful retirement income plans.
Voya to Pay $3.1M for Not Disclosing Payments Tied to Fund Sales
By Janet LevauxThe advisor group will pay penalties for failing to tell clients about revenue collected from a third-party BD, the SEC said.
March 08, 2017
Quick Action on DOL Fiduciary Rule Unlikely With Acosta ConfirmationDeciding to modify or kill the fiduciary rule will be much slower than people think, ERISA lawyer Fred Reish says.
March 08, 2017
Labor Pick Acosta’s Nomination Hearing Set for March 15Acosta "understands how harmful Obama-era labor regulations have made it harder for Americans to create, find or keep good-paying jobs," said HELP Committee chair.
March 07, 2017
8 Things Most Americans Don’t Know About RetirementFidelity gave 2,000 Americans an eight-question retirement quiz, and the response was not encouraging.
March 07, 2017
Comments Flood In on DOL Fiduciary Rule DelayMeanwhile, the D.C. Circuit published the schedule for NAFAs appeal of a judge's refusal to stop the rule.
March 06, 2017
Republicans Unveil Bill to Repeal and Replace ObamacarePlan would create tax credits, end health insurance mandate; no estimate of proposals cost or how many will be covered.
March 06, 2017
Senate Bills Would Torpedo State-Run Retirement PlansThe retirement rules are "another example of the previous administrations preference for government solutions to every problem," Sen. Orrin Hatch says.
March 06, 2017
Mixing Medicare and IRAs to Build Client Tax SavingsReducing income by making qualified charitable distributions from an IRA can provide a health care financing solution for some clients in retirement.