Tag: IRA

A new analysis from the Investment Company Institute (ICI) shows a vast majority of traditional individual retirement accounts (IRAs) are opened with rollovers from employer-sponsored retirement plans.

During a U.S. Senate subcommittee hearing, a Treasury official discussed details and the intent of the myRA proposal.

Alternative asset custody and rollover specialist Millennium Trust Company hired four new vice presidents to assist sales and solution delivery.

Research from financial analytics firm Cerulli Associates shows the individual retirement account (IRA) market could surpass $9 trillion in total assets over the next four years.

Nearly half of the average financial adviser’s book of business is made up of individual retirement accounts (IRAs), says investment analytics firm Cerulli Associates.

Corporate employers have largely favored lump sum offerings as a means to settle pension liabilities, but changing market conditions could buck the trend this year.

How participants deal with their 401(k) assets when they leave a company is under more scrutiny from FINRA, but retirement plan advisers are less likely to be affected...

President Obama raised both hopes and eyebrows when he introduced new proposals for combating America’s retirement crisis during his fifth State of the Union address.

Reviewing firm practices for recommending and marketing individual retirement account (IRA) rollover services will be a 2014 priority for the Financial Industry Regulatory Authority (FINRA).

Millennium Trust Company released a white paper that addresses the growing problem of uncashed checks faced by retirement plan sponsors.

The Internal Revenue Service (IRS) has issued more guidance about in-plan rollovers into Roth accounts.

Many self-employed people expect their savings to fund their retirement—but 40% are not saving regularly and 28% are not saving at all, a survey found.

Research from the Investment Company Institute (ICI) shows a strong majority of Americans owning individual retirement accounts (IRAs) have developed a sophisticated retirement income strategy.

Data from the quarterly Allstate/National Journal Heartland Monitor Poll reveals many Americans are falling behind on key retirement savings goals.

Research from Cerulli Associates, a Boston-based research and analytics firm, shows retirement rollover contributions to individual retirement accounts (IRAs) reached $321 billion during 2012.

Washington’s warning to slash tax-deferral incentives associated with 401(k)s and individual retirement accounts (IRAs) tops advisers’ challenges in 2014, according to Brian Graff, executive director of the American...

Several factors have created a retirement funding gap that is estimated to be as high as $6 trillion, said panelists in a discussion at BlackRock.

Households without employer-sponsored defined contribution (DC) plans or individual retirement accounts (IRA) had lower incomes and paid less taxes than peers with access to such plans, a study...

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.