Markets
News & Analysis
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PPACA: What Will the Court Ruling Mean for the Ratings?
Credit analysts peer into a crystal ball and see ... more analysts peering into crystal balls.
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California Blue Shield: Rhodes Scholar to Succeed Bodaken
Bodaken -- a health insurance company CEO who spoke up for PPACA -- plans to retire at the end of...
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Connecticut to Workers: Sign Up for Wellness Program, or Else
Health plan members must schedule checkups by May 31 or pay an extra $100 per month in premiums.
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Survey: More than Two-Thirds of Plan Sponsors with DB Plans for New Hires Will Keep Them
A significant number of U.S. employers that still offer defined benefit pension plans say they remain committed to providing those...
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GAO Report Recommends DOL Examine Definition of Fiduciary
The General Accounting Office has recommended that the Department of Labor examine the definition of fiduciary to determine if the...
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Principal Survey: More than 6 in 10 Employees Contributed to a 403(b) Plan in 2011
The report finds that 403(b) plan participants contributed an average of 5.4% of their annual pay to the plan, and...
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Features
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5 Ways Rich and Famous Can Hide Assets
Attorney Jim Duggan lays out how advisors can help shield the assets of wealthy public...
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IRI’s Weatherford: Want More Clients? Go Holistic.
Expanding the breadth of retirement conversations to include discussions on Social Security and other forms...
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Q&A with Maribeth Hearn
As executive director of sales and marketing at Shay Health Care Services, Maribeth Hearn has...
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Blogs
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Help College Graduates Start on the Right Financial Foot
Many of your clients' kids and grandkids will finish up their degrees and venture out...
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A Retirement Plan That Makes Sense
To help clients caught in the sandwich generation, agents must be both innovative and grounded...
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What Seniors Like Best About Their Advisors
Enough already with all the news about how advisors are doing the wrong thing. Why...
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Senior Market More »
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What Seniors Like Best About Their Advisors
Enough already with all the news about how advisors are doing the wrong thing. Why don’t we hear what clients LIKE about their advisors.
- Q&A with Christina Finkle
- Seniors on Their Finances and Health
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Boomer Market More »
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A Retirement Plan That Makes Sense
To help clients caught in the sandwich generation, agents must be both innovative and grounded in the realities of the market.
- Expected Retirement Age in U.S. Up to 67 (Gallup)
- IRI’s Weatherford: Want More Clients? Go Holistic.
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Employee Benefits More »
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PPACA: What Will the Court Ruling Mean for the Ratings?
Credit analysts peer into a crystal ball and see ... more analysts peering into crystal balls.
- California Blue Shield: Rhodes Scholar to Succeed Bodaken
- Connecticut to Workers: Sign Up for Wellness Program, or Else
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Affluent More »
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EBSA Ready for Public Comment on TDF Disclosure
The DOL’s Employee Benefits Security Administration is reopening the period for public comment on proposed regulatory amendments relating to enhanced disclosure concerning certain qualified plan...
- 5 Ways Rich and Famous Can Hide Assets
- Estate Planning: Focus on the Legacy, Not the Tax Bill
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Diversity Market More »
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Q&A with James R. Veal
James R. Veal believes that helping to further your community is not only personally fulfilling — it’s the best way to add to your client...
- Whole Life Insurance: The Financial Foundation Asian Americans Are Seeking?
- Multiple Cultures, Multiple Financial Needs
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Gen X & Y More »
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Help College Graduates Start on the Right Financial Foot
Many of your clients' kids and grandkids will finish up their degrees and venture out into the world this month. Here's how you can help...
- Youth Unemployment: One in Eight Global Youths Will Be Unemployed This Year, Report Says (Huffington Post)
- Obama: They Still Like Him, but Will They Vote for Him? (CNN)
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Company News More »
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Liberty Mutual Names Chief Actuary
Liberty Mutual appointed Brian Dunham as senior vice president and chief actuary of its Group Benefits arm.
- FSOC Examines Volcker Rule, JPMorgan Losses; Provides SIFI-Label Protest Procedures
- New York Life in Top 25 "Best Companies for Multicultural Women" by Working Mother
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