Tag: individual retirement account (IRA)

The 2008 stock market crash wiped out trillions of dollars in defined contribution (DC) retirement accounts.

Individual retirement account (IRA) assets reached $5 trillion in the first quarter of 2012, according to research from Cerulli Associates.

The investment allocation of individual retirement accounts (IRAs) varies according to several factors, but the difference between genders is minimal.

A book was written to help plan sponsors educate workers about how to generate lifetime income in retirement.

More than one-third (37%) of adults would like a professional to help them manage retirement accounts but do not think they have sufficient investments.

The Department of Labor’s (DOL’s) re-proposal of the definition of fiduciary is another indication that fiduciary responsibilities are increasing, and broker/dealers in particular could be impacted.

The 401K Coach released the Fiduciary Advisor’s Rollover Toolkit to provide a solution and formal process for financial advisers to offer rollover IRA services.

 Fewer American families are participating in a retirement plan at work, but more of those with a plan are in a 401(k), a report found.  

A report published by the Social Security Administration (SSA) contends the Census Bureau should adapt its retirement income measures to the changing retirement landscape.

 The average contribution to Fidelity Individual Retirement Accounts (IRAs) hit $3,930 in tax year 2011, up nearly 15% from 2007.   

Millennium Trust Company’s Savings Plus IRA has been added to MassMutual’s rollover solutions for retirement plan participants and existing individual retirement account (IRA) holders.

 Mercer's Outsourcing business selected Millennium Trust Co. as the exclusive provider for its clients' automatic IRA distribution needs.   

Assets in employer-sponsored retirement plans, IRAs and annuities totaled $17.9 trillion at year-end 2011, up slightly from 2010, according to the Investment Company Institute (ICI).

More advisers should be bound by the Employee Retirement Income Security Act (ERISA) fiduciary standard, a survey found. 

New research shows that most investors ages 21 to 50 are generally familiar with the tax advantages of IRAs and have used them to save for retirement.

Only 22% of Americans say they are saving for retirement by contributing to an individual retirement account (IRA), according to a survey released by TIAA-CREF.

An analysis of Fidelity-administered accounts reveals how much more retirement savings are accumulated for investors with both an individual retirement account (IRA) and 401(k).

IRAmarket.com launched a service to help reduce the paperwork for 401(k) rollovers to IRAs.

Only 39% of investors between the ages of 21 and 50 are confident that they will have enough money for retirement.

 The Government Accountability Office (GAO) recommends the formation of an interagency task force to coordinate existing research, education and outreach efforts to foster small-employer retirement plan sponsorship.