Tag: IRA

The company is keeping other aspects of its response to the rule under wraps for now, including operating and product modifications likely to be required on the institutional...

Fees are often thought of as the prevailing factor in most retirement investment decisions, but new research suggests the destination of an IRA rollover is determined by more...

California Senate Bill 1234, known as the Secure Choice Retirement Savings Act, is now law. 

The new product automates the process of optimizing asset location to boost an investor's cumulative after-tax returns.

“Tax incentives for retirement savings are designed to help people build a nest egg,” says one high-ranking member of the Senate Finance Committee, “not a golden egg.”

The investment advisery firm Edward Jones says it will look to grandfather IRA relationships acquired before April 2017, while also instituting some fundamental changes to process and product...

According to ICI data, at year-end 2014, nearly a third of Roth IRA investors were younger than 40, compared with just 15% of traditional IRA investors. 

Most providers expect the new legislation will help them retain assets.

The investment management firm notes that nearly 40% of working households do not have access to a retirement plan.

In addition, the average balance for people who have been in their 401(k) continuously for 10 years increased 2% year-over-year, according to Fidelity data.

iraLogix says it is pushing forward on a web-based IRA recordkeeping services platform to extend affordable IRA options to all retirement investors, regardless of account size.

The new EZ IRA retirement savings platform helps companies provide payroll-deduction IRAs to their workers.

Although retirement assets were $24 trillion at the end of both years, the makeup of the market changed.

The Investment Management Division of Goldman Sachs has agreed to acquire the web and mobile-based retirement savings platform, which specializes in the start-up and micro-plan markets. 

More than two-thirds have consulted an adviser to build a financial strategy.

Retirement plan advisers can assist plan sponsors in boosting awareness of the Saver’s Credit.

It may be time to revisit standard income replacement rates, says a research paper.

ERISA attorney David Levine offers a few thoughts about the potential road ahead for auto-IRAs and state-run open MEPs for the private sector.