Updated Tuesday, July 29, 2014 as of 8:56 PM ET
Newly Approved Longevity Annuities Hit Snag: Wednesday's Retirement Scan
Our daily roundup of retirement news your clients may be thinking about.
Why your 401(k) isn't likely to offer a 'longevity annuity'
Many employer-sponsored 401(k) plans are unlikely to include longevity annuities, even though the federal rules now allow the plans to offer such financial options, according to a survey. The fiduciary responsibility of selecting annuity options from hundreds of products that insurers offer poses a big concern among employers. Companies are also worried about the administrative complications that may arise from the plan's decision to get new record keepers, or the worker's transfer to a new employer.  --MSN Money   more »
More in Practice
FINRA takes more than a year to follow up an advisor's written testimony. more »
The U.S. Supreme Court has limited bankruptcy protection for inherited IRAs. Here's how you can continue to take care of clients' hard-earned legacies. more »
As the Dodd-Frank law turns four years old, policymakers appear increasingly willing to revisit a key requirement that says banks with $50 billion of assets are systemically risky. more »
A veteran advisor has left Morgan Stanley for a Chicago-based boutique investment firm where he will oversee $300 million in client assets. more »
When does a Roth IRA make sense; How early 401(k) withdrawals can affect your retirement security; Building a solid nest egg more »
Live online presentations can have a major impact on your ability to attract qualified prospects. Here’s how to get started. more »
Securities America will acquire assets of a Missouri-based full-service broker-dealer with 368 advisors and $2.4 billion in client assets. more »
Regulators have closed Eastside Commercial Bank in Conyers, Ga., the 13th institution to fail this year. more »
Since the Affordable Care Act became law in 2010, many of the tax provisions have slowly come into effect. The year 2014 brings some additional significant tax provisions associated with health care reform. more »
Two financial advisors have left Wells Fargo to join Raymond James Financial Services, the regional's independent broker/dealer. more »
Despite their smaller size, these boutique IBDs outperform on several desirable metrics. more »
The financial services industry and others are seeking better metrics for analyzing the economic impact of the regulatory reform law, with some saying it is hampering the recovery and having other unintended effects. more »
The banking industry is pushing back against a plan released this week by the Consumer Financial Protection Bureau to publicize more details about consumers' individual complaints about financial companies. more »
Lists
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