Tag: individual retirement account (IRA)
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Tax Act May Affect Retirement Plans
ESOPs, NQDCs and IRAs, plus 529 college plans, could feel the impact
Americans See Value in DC Plan Designs
Americans are confident DC plans will help them meet their retirement goals, ICI found.
TD Ameritrade, FeeX Launch DC Plan Fee Analyzer Tool
The tool analyzes administration fees as well as individual mutual fund fees.
Millennium Trust, Paychex Partner to Offer SIMPLE IRA
The product is designed for employers with 100 or fewer employees.
Time to Submit Plan Sponsor of the Year Nominations Is Running Out
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....
Bill to Strike Fiduciary Rule Passes House Panel
The legislation seeks to move fiduciary rulemaking power away from the DOL.
Federal Reserve Data Offers Sweeping View of DC Plans
Workplace defined contribution plans serve as the collection mechanism for retirement savings, and IRAs serve as the resting place.
Workers Like the Idea of State-Sponsored Auto-IRA Programs
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.
Mesirow Financial Launches Level Compensation Platform
The firm will provide 3(21) and 3(28) services through a tech-focused solution.
Reputation Rather than Fees Drives Most IRA-to-IRA Transfers
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.
Roth Tax Treatment Remains a Mystery for Many
Survey data covering some 1,000 plan participants shows Roth savings features remain poorly understood and underutilized.
Older Workers' Retirement Security at Risk
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 IRA Platform Addresses Fiduciary Change
Voya Financial has launched a new advisory-based IRA platform aimed at cost efficiency.
Nearly 20% of Workers Reduced Their Savings in the Last Year
Thirty-eight percent do not participate in a 401(k) plan, individual retirement account (IRA) or other type of retirement plan.
Nearly One-Quarter of Americans Have Increased Their Retirement Savings
This is the highest percentage Bankrate.com has noted since 2011.
DC Plans Riding High on the Equity Markets
Fidelity’s second-quarter 2017 401(k) plan analysis shows record balances tied to strong performance in the stock market.