The generosity of the Social Security spousal benefit is something every primary earner should understand. Yet many spouses--and even some professionals--aren't sure exactly how it works.
The Retirement Plus Multiplier Annuity issued by A-CAP insurers and distributor Saybrus Partners offer access to a Goldman-Sachs index that tracks healthcare and real estate companies that may benefit from the Boomer age wave.
"The Financial Planning Review will publish research that builds the financial planning body of knowledge," said Marilyn Mohrman-Gillis, executive director, CFP Board Center for Financial Planning.
Couples on the brink of retirement often have different ideas about retirement but not know it, according to a new research paper from academics in Canada and the Netherlands. Advisors should take heed.
The CEO of the Employee Benefit Research Institute considers the potential impact of President Trump's executive order in support of multiple employer plans, or 'open MEPs,' for small businesses. 'The data are mixed,' she writes.
'We are introducing the Freedom Blend funds to meet the growing demand for a target-date strategy that incorporates active and passive investment capabilities in a single mutual fund,” said Eric Kaplan, head of Target-Date Products.
Single premium PRT product sales in the United States were $23.9 billion in 2017, up from $13.7 billion in 2016, a 68% increase, a new MassMutual white paper said, citing a survey by the LIMRA Secure Retirement Institute.
Shlomo Benartzi to partner with Acorns, a financial wellness system; AIG acquires Glatfelter Insurance Group; Principal adds chat function for plan administrators and bolsters financial wellness offerings in its 401(k) plans.