Want the latest retirement plan adviser news and insights? Sign up for PLANADVISER newsletters.
Products May 14, 2009
RSI to Charge $24 for Rollover Services
Rollover provider RolloverSystems Inc. (RSI) is cutting the annual fee it charges for IRA's in response to continued economic pressures on working Americans.
Reported by Fred Schneyer
Retirement plan participants who roll over a retirement account to RolloverSystems will pay $24 annually for personalized investment support from licensed retirement counselors, access to FundFinder, and account administration.
“This reduction is one more important way in which we are working with key players in the retirement market to help participants stay invested in retirement and maximize their retirement readiness,” said RolloverSystems CEO Spencer Williams, in a news release.
You Might Also Like:
Rise in Savings, Markets Drive Fidelity Retirement Accounts to Record Highs
401(k), IRA and 403(b) balances each increased by 5% since the second quarter of the year, according to Fidelity's ‘Q3...
IRS Raises 401(k) Contribution Limit to $24,500; IRA Limit to $7,500
The raised limits take into account cost-of-living adjustments and impact pension plans and other retirement-related items for tax year 2026.
Fiduciary Rules for ‘Trump Accounts’ Still Unsolved
Many logistical issues remain for the pilot program that will open $1,000 investment accounts for newborn U.S. citizens.
« TPAs Combine to Provide Public Education 403(b) Plan Services