Tag: individual retirement account (IRA)

Genstar Capital and Aquiline Capital Partners agree to acquire Ascensus Inc.

The proposed fiduciary rule would protect investors with slender assets in rollovers, DOL says.

Cerulli predicts IRA assets will continue to grow strongly through 2020.

A new website offers remote access to rollover tools and resources from Millennium Trust. 

But average account balances dipped slightly in second quarter, Fidelity says.

Three-quarters of Roth IRA investors opened their accounts with contributions only.

Eight comment letters to the DOL address SIFMA’s concerns about the fiduciary redefinition, including what it sees as an unfair position on commission-based accounts.

Nearly half of those making contributions to a traditional individual retirement account in 2013 contributed up to the new legal limit.

President Obama has asked the DOL for guidance by the end of the year.

SEC staff intends to revamp focus on registered investment advisers and broker/dealers selling investment products to retail investors and retirement savers.

Sponsored dinners with Ponzi operators and fees charged to the account-holders even after fraud charges were announced are among the allegations against Equity Trust Company.

The bill would require private-sector businesses to offer retirement accounts to employees.

Just how much they would help depends on several factors, EBRI finds.

Assets in individual retirement accounts (IRAs) continue to rise, according to new research by the nonpartisan Employee Benefit Research Institute (EBRI).

The proposed conflicted investment advice rule from the DOL is designed to protect retirement plan and IRA participants, but experts attending the ASPPA Virtual Conference aren’t sure the...

U.S. nonretirees are more likely to say Social Security will be a major source of income in their retirement than they have been at any point in the...

Fidelity’s first-quarter 2015 update shows retirement plan participant accounts earned marginal growth in the first three months of the year—just enough to set new record account balances.

Assets held in employer-sponsored retirement plans increased 11.5% to reach $11.3 trillion at the close of 2014, according to Spectrem's 2015 Market Insights Report.

Research from TIAA-CREF finds Americans hold a variety of saving and investing priorities that all compete for a piece of the paycheck, from short-term savings to IRAs and...