Tag: IRA

Strong performance across equity sectors coupled with positive returns in the bond markets helped push total U.S. retirement market assets to an estimated $16 trillion by year-end.

Through a new Web site, www.retirementpowerplay.com, Pershing aims to help financial professionals grow their business by targeting “money in motion.”

Broad Financial's Education Center provides financial advice regarding IRA and 401(k) plans.

Total assets held in employer-sponsored retirement plans was $10.2 trillion at the end of 2010, up 11% from $9.3 trillion a year earlier, a Spectrem Group analysis indicates.

Fidelity Investments reports that nearly one-third of its Roth IRA Conversions executed across its retail and adviser businesses in 2010 occurred during the month of December.

The retirement industry might want to be on the lookout for some Congressional action around retirement adequacy and retirement plan coverage.

Mid Atlantic Trust Company (MATC) teamed up with Inspira to create an IRA capture solution that enables clients to enter the automatic and voluntary rollover business quickly.

The First Command Financial Behaviors Index reveals that 23% of middle-class Americans who own a traditional IRA have yet to decide if they will convert their account to...

With $4.2 trillion in assets, individual retirement accounts (IRA) accounted for more than one-quarter of all U.S. retirement wealth in 2Q2010, according to an Investment Company Institute (ICI)...

In Revenue Procedure 2010-48, the Internal Revenue Service (IRS) provides guidance to drafters and users of pre-approved IRAs.

At the PLANADVISER National Conference in Orlando last month, three panelists discussed the retirement plan rollover market, with one saying it’s the perfect place to find “money in motion.”

The average IRA account balance in 2008 was $54,863, while the average IRA balance of all accounts from the same person combined totaled $69,498, according to new Employee Benefit...

The Internal Revenue Service is holding a phone forum on SIMPLE IRA plans.

An analysis from Financial Finesse finds employees reported more financial stress in Q2 2010, but instead of retreating in fear, they were called to action.

In an analysis of households that have converted to a Roth IRA, Fidelity Investments has found that a growing number of younger investors are making the conversion. 

We have long lamented the reality that only about half of this nation’s workers have access to some kind of workplace-based retirement vehicle, and with...

U.S. Senator Jeff Bingaman (D-New Mexico) has introduced legislation that, when fully phased in, would give nearly 42 million Americans an “easy, effective way to take responsibility...

Is it automatically the right strategy for your clients?

PenChecks, Inc.'s new Web site is designed to make it easier for retirement plan providers, plan advisers, third-party administrators (TPAs), and plan sponsors to find information about complex...

Wealth Management Systems Inc. (WMSI) has partnered with The Retirement Plan Company LLC (TRPC) to offer its rollover platform through TRPC’s Web site.