Trendspotting PLANADVISER November/December 2019

Rolling Into IRAs

A new DC plan may be the better choice when a person changes jobs.

Reported by

Lee Barney

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Data & Research

June 4th, 2025

PensionBee Says Safe Harbor IRAs Are ‘Cause for Concern’

Research from PensionBee founds more than 29 million “left-behind” 401(k)s currently exist in the U.S. retirement system, costing workers up...

Data & Research

March 27th, 2025

Traditional IRAs the Destination for Rollover Dollars, Roth IRAs Capture Conversions and Contributions

Thirty-one percent of households owned IRAs in 2022, according to a report from the Congressional Research Service. Among IRA-owning households,...

Client Service

December 20th, 2024

What to Know About the 10-Year Inherited IRA Rule

A tax specialist unpacks the end of the ‘stretch’ IRA brought in by SECURE 2.0.

Trendspotting PLANADVISER November/December 2019

How Plan Advisers Justify Their Fees

Despite fee compression, advisers are pushing back.

Reported by

Lee Barney

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In Practice

April 21st, 2021

15th Anniversary of RPAY: Francis Investment Counsel

The practice remains as dedicated to providing top-notch retirement plan services as when it won the 2018 PLANSPONSOR Large Team...

In Practice

December 26th, 2019

More Advisers Look for Co-Fiduciary Support from their B/Ds

A look at the results of the PLANADVISER Practice Benchmarking Survey between 2011 and 2019, showing some areas of significant evolution in the way advisers build and run...

In Practice

October 16th, 2019

How Retirement Plan Advisers Justify Their Fees

One adviser charges a flat fee up to certain asset levels, and then additional basis points as plans grow, while another emphasizes the detailed, time-intensive fiduciary work he...