Tag: individual retirement account (IRA)

The product is designed for employers with 100 or fewer employees.

Nominating a plan sponsor client is a great way to show appreciation and highlight important best practices that are improving outcomes for defined contribution and pension plan participants....

The legislation seeks to move fiduciary rulemaking power away from the DOL.

Workplace defined contribution plans serve as the collection mechanism for retirement savings, and IRAs serve as the resting place.

Many states are looking at how they might implement government-sponsored IRAs, commonly known as auto-IRAs, which provide automatic enrollment of eligible private-sector workers.

The firm will provide 3(21) and 3(28) services through a tech-focused solution.

Firms focusing heavily on promoting low-cost products without considering clients' preferences for premium service and a stable, trusted brand may fall behind, according to a study by LIMRA.

Survey data covering some 1,000 plan participants shows Roth savings features remain poorly understood and underutilized. 

Income from retirement accounts would replace a median 14% of pre-retirement income for workers between the ages of 55 and 65, a new study suggests.

Voya Financial has launched a new advisory-based IRA platform aimed at cost efficiency.

Thirty-eight percent do not participate in a 401(k) plan, individual retirement account (IRA) or other type of retirement plan.

This is the highest percentage Bankrate.com has noted since 2011.

Fidelity’s second-quarter 2017 401(k) plan analysis shows record balances tied to strong performance in the stock market.

Social Security may be enough to cover their retirement needs, while the accumulation of personal savings can jeopardize other key safety net benefits.

The platform is designed to provide flexibility in investment selection, advice and education for all types of IRAs.

The eMoney Advisor platform will be updated with tools designed to help users suggest the right retirement products for clients based on their individual needs and preferences.

The FiduciaryShield toolset launched by Redhawk aims to help advisers meet fiduciary responsibilities on behalf of IRA holders.