Web-Based Tool Helps Advisers Perform Roth Conversion Analyses
Convergent Retirement Plan Solutions, LLC, and Archimedes Systems, Inc., released the Roth IRA Conversion Optimizer for financial advisers.
Tag: IRA
Giving Advice
EBSA clarifies PPA fiduciary adviser regulations
As Good as Annuity
Annuities are crucial to the retirement income discussion
A Big Deal for Small Business
Connecticut legislation may create the first state-administered retirement plan for small businesses, but will it cut out advisers and TPAs?
Finding the Right Vehicle
The retirement income space offers advisers a wealth of choices in determining how to service the market
Retirement for All
President Obama’s budget includes mandatory automatic payroll deposit IRAs
Hot off the Presses
New products, highlights, announcements
Moving Out
Want to capture rollovers from your retirement plan clients? It may not be as simple as talking to participants
5.9% Projected Growth in DC Assets
Private-sector defined contribution (DC) will grow at an annual rate of 5.9% from 2008 to 2013, though that is a lower rate compared with previous projections based on worsening net flow forecasts, according to Cerulli Associates.
Migrating Money
Capturing rollovers can be made easy with the help of a solutions provider
Money Movement
Employer accounts pumping up IRAs
Plan Rollovers Fuel Surge in IRA Growth
A new study finds growth in individual retirement accounts (IRAs) continues to be fueled by rollovers from employer retirement plans – about $200 billion annually – with new IRA contributions significantly smaller by comparison.
Opportunity Exists to Grow IRAs Through Plan Rollovers
The engine of growth for traditional IRAs is being powered by qualified plan rollovers and not new contributions, according to a new data analysis from the Washington, DC-based Employee Benefits Research Institute (EBRI).