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Annuities Are a Middle-Class Phenomenon: Gallup/Greenwald
Fri, Sep 18, 2009
Non-qualified annuities contribute significantly to the retirement security of middle-class Americans, Gallup Survey shows.
News
Obama Administration to Block Conflicts of Interest in 401(k) Advice
Fri, Sep 18, 2009
DOL has killed a Bush regulation that would have let advisers affiliated with mutual funds or brokerages to advise 401(k) participants.
Summer Rally Lures Some 401(k) Money Back to Stocks
Fri, Sep 18, 2009
Participants in 401(k) plans shifted $203 million to equities from fixed income in August, according to Hewitt’s 401(k) index.
SEC Votes to Strengthen Oversight of Rating Agencies
Fri, Sep 18, 2009
The SEC voted unanimously September 17 to create rules that would bolster oversight of credit ratings agencies.
Funded Status of Top 100 Pensions Dropped to 75% in Last Year: Milliman
Fri, Sep 18, 2009
In the past year, the funded ratio of the top 100 U.S. pension plans has fallen to 75% from 100.3%, according to Milliman.
Obama Addresses Wall Street A Year After Lehman Brothers’ Collapse
Wed, Sep 16, 2009
The president gave Masters of the Universe a judicious scolding.
LifeYield Launches New Retirement Income Website
Wed, Sep 16, 2009
LifeYield's technology reviews the multiple taxable and tax-advantaged accounts held by family members and selects the most appropriate assets to liquidate.
InFRE Retirement Certification Wins Accreditation
Tue, Sep 15, 2009
The CRC is one of several retirement-related professional certifications vying for credibility at a time when the designation "senior specialist" has fallen into disrepute.
Even a Mild Windfall, Apparently, Can Kill You
Tue, Sep 15, 2009
Two economists have documented an increase in fatal heart attacks, strokes and traffic accidents shortly after the receipt of money, such as monthly Social Security checks.
Many Nurses Need Help With Retirement Planning
Tue, Sep 15, 2009
Nurses tend to distrust “outsiders,” but most indicated they would attend a free, unbiased financial planning workshop sponsored by a professional nursing organization.
