Tag: individual retirement account (IRA)

Never has the industry seen such potential for change, Marcia Wagner, president of The Wagner Law Group, told attendees at the PLANADVISER National Conference in Orlando, Florida.

The Securities and Exchange Commission (SEC) filed a civil injunctive action against Armand R. Franquelin of Ogden, Utah, and Martin A. Pool of Atlanta. 

Roth IRAs skew toward younger contributors, according to a report from the nonpartisan Employee Benefit Research Institute (EBRI).

Roth individual retirement accounts (IRAs) get the most contributions, and IRAs funded by rollovers hold the most money, the Employee Benefit Research Institute (EBRI) found.

How much, and when, to make withdrawals from individual retirement accounts (IRAs) in retirement was studied by the Employee Benefit Research Institute (EBRI).

Wealth Management Systems Inc. introduced a tool to simplify deciding between a traditional and a Roth individual retirement account (IRA) plan.

Financial Engines is expanding its services to include management of Individual Retirement Accounts (IRAs).

President Obama’s proposal to cap individual retirement accounts (IRAs) not only has the potential to affect participants — it could also add administrative work for sponsors and advisers.

Published reports indicate President Obama’s 2014 budget proposal will include a cap on retirement savings.

The Government Accountability Office (GAO) recommends regulators take certain steps to reduce obstacles and disincentives to plan-to-plan rollovers.

Following the financial crisis, 56% of investors now believe it is entirely their responsibility to prepare for retirement, a Fidelity Investments survey finds.

Fred Reish, a partner at Drinker Biddle & Reath, the Los Angeles law firm, has launched fredreish.com, a blog about retirement regulation and compliance.

The LiveWell Plus Mutual Fund IRA was launched by Sammons Retirement Solutions Inc. to help advisers gather retirement assets and provide a savings boost.

IRA Financial Group has introduced an open-architecture Roth Solo 401(k) plan.

Separated defined benefit (DB) plan participants have been on the rise since 2004—a sweet spot for advisers targeting lump-sum distributions, research found.

Two senators introduced legislation that would give individuals who take a loan from their retirement accounts more time to repay after leaving a job.

A set of reforms should make the saving incentives offered to retirement plan sponsors and participants more effective at a lower cost, a report said.

As government looks for budget solutions, defined contribution tax breaks fall in the crosshairs.

Investors using both a workplace savings plan and an individual retirement account (IRA) show a combined average balance of $225,600 as of December 31.

Many taxpayers will have to report some taxable income from amounts converted to a Roth IRA in 2010.