The Arbitrary Nature of Health Care Arbitration Agreements
Jun 13, 2016
Courts consider various factors in determining enforceability
investing chart downward trend graph
A Closer Examination of Drawdown Risk
Jun 13, 2016
Capital preservation strategies are popular amongst the retirement set and those with an overall unwillingness to risk losing their savings. While these approaches tap safe investment vehicles like Treasury bills and certificates of deposit...
retirees
High Earners Are Going to Hate These Retirement Proposals
Jun 10, 2016
(Bloomberg) -- For the past two years, a commission made up of 19 high-profile people from the academic, political, business, and investment worlds has been busy devising a bipartisan plan to strengthen the retirement security and personal...
Getting Formal With an Investment Policy Statement
Jun 08, 2016
Your defined contribution (DC) plan clients have an investment policy statement (IPS), whether they realize it or not. Those with formal policies probably have a written document; others have an unwritten, and probably unrecognized, policy based...
IRS Issues Harsh Ruling Against Surviving Spouse Seeking to Roll Over Part of Son’s Inherited IRA
IRS Issues Harsh Ruling Against Surviving Spouse Seeking to Roll Over Part of Son’s Inherited IRA
Jun 06, 2016
Federal tax laws don’t consider community property laws
Businesses Fight for Their Right to a Lousy Retirement Plan
Jun 03, 2016
(Bloomberg) -- If you work at a small business, this Bloomberg data visualization may be hard to look at. It lets you compare your retirement plan with those offered by the largest companies in the U.S. And while America's biggest...
DOL Lawsuit Goes Shopping for a Forum
Jun 02, 2016
Some financial industry heavyweights are on a forum-shopping trip to try and block the Department of Labor’s controversial fiduciary rule...
Lawsuit Argues DOL Overstepped With Fiduciary Rule
Lawsuit Argues DOL Overstepped With Fiduciary Rule
Jun 02, 2016
A group of nine plaintiffs, including the U.S. Chamber of Commerce, the Securities Industry and Financial Markets Association (SIFMA) and the Financial Services Institute, filed a lawsuit challenging the Department of Labor’s fiduciary rule...
Morningstar Purchases InvestSoft
Jun 02, 2016
The missing piece. To enhance its ability to analyze bond portfolios, Morningstar purchased InvestSoft technology, an analytics company that focuses on fixed-income securities and portfolios. InvestSoft’s main product is its BondPro Fixed-Inco...
retirees dancing
More Americans Plan to Retire After 70
Jun 02, 2016
(Bloomberg) -- U.S. workers are more confident that they'll be able to retire someday. Just not until they're 70...
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