Social Security Tax Base Shrinks as Upper Incomes Grow
Compensation that isn't subject to the portion of payroll tax that funds old age benefits now represents foregone revenue of $115 billion a year.
What Obama Didn’t Say About Health Care
Doctors may choose to donate care to the needy when it suits them. But they won't let the government turn their profession into a public utility.
Will SEC Rustle Insurers’ Cash Cow?
A federal appeals court has ruled that index annuities are risky enough to be called securities, but it also gave insurance forces time to pursue a legislative remedy...
Martin Weiss on the CalPERS Suit
There have been 'egregious manipulations and conflicts of interest that go beyond what is generally known,' Weiss told RIJ.
PIMCO Expects Erosion in Value of U.S. Dollar
In its third-quarter market outlook report, the fixed-income giant shares its strategy for this year and beyond.
Interest Rates To Stay Very Low: Bernanke
But 'Helicopter Ben' said the Fed will take steps to avoid inflation, if necessary.
NAVA Becomes “Insured Retirement Institute”
NAVA's rebranding effort began last October, when Cathy Weatherford replaced Mark Mackey as the trade group's CEO and president.
Crisis Investigators Appointed
Brooksley Born, who warned about the impending crisis while head of the Commodities Futures Trading Commission, is among the sleuths.
Massive Drop in 300 Large Company Pension Funds: Towers Perrin
In fiscal 2008, the combined funds of the companies in the TP 300 fell from a $47 billion surplus to a $339 billion shortfall.
Insecurity Grows Among Retirees
LIMRA's survey shows an increase in the numbers of retirees who feel they need a personal financial advisor.
Hold Brokers and Advisors to One Standard, SEC Chief Says
Mary Schapiro told Congress she favors requiring broker-dealers and investment advisers to act solely in the interests of their clients when providing advice.
Investing Enlightenment At A Glance
This up-to-date "Periodic Table of Returns" shows that in financial markets, what goes up always comes down, and vice-versa.
Separation Anxiety
Steve Sass and his co-researchers at Boston College were surprised to find no employers making plans to accommodate workers who can't afford to retire and want to remain on...
Richards To Leave SEC Compliance Post
Lori A. Richards will depart as director of the SEC's Office of Compliance Inspections and Examinations. Associate Director-Chief Counsel John Walsh will serve as Acting Director.
Fixed Annuity News Reported By Beacon Research
Average credited rates for 5-year, CD-type/rate-for-term annuities in Beacon's Fixed Annuity Index were 3.45% in April, 3.21% in May and 3.16% in June.
“Free-Lunch” Seminars Still Baiting Seniors
This time, indexed annuity sellers were not among the accused.
Michael Jackson Windfall for Dutch Pension Fund
The burst of interest in the pop legend's music following his unexpected death has benefited owners of his songs, including ABP, the world's third largest pension fund.
Proposed Watchdog Agency May Cross State, Federal Jurisdictions
Under the proposed Consumer Financial Protection Agency Act of 2009, the new agency would regulate the 14,000 investment advisory firms overseen by state securities regulators.
