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Models that affect critical illness and hospital indemnity products top some to-do lists.

CITs are arguably changing the retirement investment landscape because of an insistence on behalf of plans sponsors of all sizes, but particularly the largest, to keep their exposure to management fees in control.

Despite the ruling, the case does not require all states and state officials to recognize same-sex marriages.

The U.S. Supreme Court decided in favor of the Obama administration in a dispute over taxes on severance compensation, overturning a lower court decision that could have forced the IRS to refund more than $1 billion.

How you can use FreeERISA.com to tap the lucrative rollover market in your area.

Its easy to use FreeERISAs 5310 database of terminating pension plans to generate leads in your market.

To achieve success in the small retirement plan market, one of your major prospecting challenges is to identify plan decision-makers.

For financial professionals who wish to prospect in the retirement plan market, the most valuable public data source is a Form 5500 that the U.S. Department of Labor requires plans to file annually.