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William Byrnes
State crackdown on annuities sharpens suitability issues for advisors
Article posted by William H. Byrnes, Esq.
Newly issued New York regulatory guidance highlights the fact that explaining the variations between different types of immediate and deferred annuities can prove challenging for even the most experienced advisor.
Danielle Andrus
3 wishes 401(k) participants want advisors to grant in 2017
Article posted by Danielle Andrus
As we head into the new year, retirement plan advisors should make sure they’re providing investors the service they need
Marlene Satter
How claiming benefits can greatly affect Social Security value for couples
Article posted by Marlene Y. Satter
Social Security can be worth more—a lot more, and not just for you but for your spouse—depending on when and how you claim benefits. It can also cost you both.
Marlene Satter
7 top workplace benefit trends for 2017
Article posted by Marlene Y. Satter
Retirement, and the retirement plan industry, are both in flux, as workers struggle to save enough, employers look for ways to make them more successful at doing so and regulations change the way retirement plans and advisors work.
Marlene Satter
Millennials make less than boomers did at their age
Article posted by Marlene Y. Satter
Millennials are making 20 percent less than boomers did at their age—and that’s despite the fact that they’re also better educated than boomers were when they were younger.
William Byrnes
Small business gets year-end relief for health reimbursements
Article posted by William H. Byrnes, Esq.
Small employers have long struggled to find health care solutions in order to both offer assistance in funding health insurance for employees and comply with the sometimes-onerous Affordable Care Act restrictions.
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Marlene Satter
How the other 99 percent lives: The game
Article posted by Marlene Y. Satter
'Financial reality' game will make you think twice about every expenditure and every choice, particularly with retirement in mind.
Allison Bell
DOL posts indexed annuity fiduciary rule exemption draft
Article posted by Allison Bell
he U.S. Department of Labor wants to let indexed annuity distributors act as financial institutions under its new fiduciary rule.
Nick Thornton
Bill to delay fiduciary rule not expected to get immediate attention
Article posted by Nick Thornton
Industry stakeholders would be wise to temper hopes that introduced legislation to delay implementation of the Labor Department’s fiduciary rule will be addressed quickly, according to one veteran industry advocate.
William Byrnes
Trump tax reform may prompt changes in clients' 401(k) strategies
Article posted by William H. Byrnes, Esq.
The beginning of the Trump presidency is right around the corner—and, for many high-income clients, this new era is expected to bring about substantially reduced income tax rates. While this reduction in income tax rates will likely come as a welcome change, it also adds a new layer of complexity to retirement income planning
Marlene Satter
Millennials make less than boomers did at their age
Article posted by Marlene Y. Satter
Millennials are making 20 percent less than boomers did at their age—and that’s despite the fact that they’re also better educated than boomers were when they were younger.
Sean A. Ruggiero, CEP RICP
Why agents need inbound marketing
Article posted by Sean Ruggiero
Ideas to establish an effective inbound marketing program
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