Data & Research September 5th, 2024 More Participants Plan IRA Rollovers in 2024 Cogent Syndicated by Escalent finds a jump in rollover intent among respondents interested in an IRA; a Human Interest survey,...
Client Service August 14th, 2024 Digital Retirement Rollover Firm Capitalize Raises Series B Funding The company will use the $19 million capital raise to support locating and then transferring legacy retirement account rollovers.
Client Service March 29th, 2024 IRA Rollovers Set to Grow, but by How Much? Experts expect the IRA asset pool of more than $12 trillion to increase from rollovers, but the shift may be...
Data & Research March 1st, 2024 IRA Assets Climb to $13T, With Rollovers Fueling Growth The ICI’s annual IRA report shows financial professionals continue to be the primary source for rollover advice, staying well ahead...
Products & Services February 29th, 2024 Product & Service Launches – 2/29/24 Robinhood kicks off gig workplace IRA offering with employers including Grubhub; The Hartford to offer Origin financial wellness program to...
Products & Services February 5th, 2024 Inspira Simplifies Structure, Targets More Holistic Market Approach Inspira Financial, formerly Millennium Trust, will be doing outreach to plan advisers with a more streamlined structure, executives say.
Products November 7th, 2023 Morningstar, Envestnet Partner on Personalized IRAs Targeting All Balance Sizes The managed accounts service will be powered by fintech IRALogix and is aimed at IRA holders without an adviser.
Products October 19th, 2023 BlackRock Launches Target-Date ETFs Aimed at Self-Directed Retirement Savers The TDFs will provide ETF access in a glide path as the firm targets 57M workers who lack 401(k) access.
Data & Research August 17th, 2023 Fidelity: Auto Default Contribution Rate Hits All-Time High of 4.1% The recordkeeper’s Q2 participant report also finds third-consecutive boost in average retirement account balances on strengthened markets.
Data & Research August 3rd, 2023 Experts Forecast More Retirement Plan Options for Gig Workers The majority of a Transamerica-sponsored panel sees better retirement plan offers and even matching for gig workers by 2026.
In Practice July 31st, 2023 Vanguard Expands Retirement Clearinghouse Eligibility to IRA Account Holders The asset manager, which has partnered with the clearinghouse on 401(k) rollovers since 2021, is turning to forgotten IRAs.
Compliance July 17th, 2023 IRS Issues RMD Relief Related to SECURE Rules The IRS notice provides additional time to rollover mistaken required minimum distributions as well as RMD relief for IRA beneficiaries.
Products June 6th, 2023 Marsh McLennan Agency Adds IRA Offering for ‘Main Street’ Retirement and wealth head discusses the firm’s IRALogix-backed offering to extend further into wealth management solutions for participants.
Products April 13th, 2023 Retirement Advisers Say Long-Term Performance Most Important for Evaluating TDFs Four out of five advisers said investment performance over at least three years is key in picking TDFs for plan...
Data & Research April 6th, 2023 Gig Workers Uncertain if They Will Retire, Likely to Self-Fund if They Do Many freelancers plan to work beyond 65, and 30% say they don’t plan to retire at all.
Compliance February 22nd, 2023 Expert: Advisers Should Pause on DOL Rollover Guidance Despite Court Reversal In the meantime, legal experts discourage advisers from violating it in case it is re-instated.
The Markets February 17th, 2023 Investment Service and Product Launches California ABLE program selects Vestwell for disability savings; Embark launches automated investing platform; and more.
The Markets February 16th, 2023 60/40 Portfolio Can Be Improved With Creative Use of Alternatives, Experts Say After stock-and-bond “bloodbath” in 2022, retirement savers may want to rework the old 60/40 return model.
In Practice January 5th, 2023 Recordkeepers Beat Out External Managers for IRA Rollovers While new research finds recordkeepers took the lead for overall rollover count in 2022, IRA providers outside of employer retirement...
In Practice December 22nd, 2022 Behind Robinhood’s Retirement Push Online brokerage Robinhood’s head of investment management left a 21-year career at J.P. Morgan to reach a wider population of...