Tag: Rollover Platforms

The Rollover Wizard tool comes two years after Unified Trust created its Managed Rollover Solution, and analyzes benefits, fees and service models. 

Employees are changing jobs more frequently than ever before, says Mark Koeppen at FPS Trust; when they go missing, this can lead to wasted time and money spent...

A new website offers remote access to rollover tools and resources from Millennium Trust. 

BB&T Retirement and Institutional Services launched a new rollover servicing platform to expand distribution and rollover services for retirement plan participants.

Approximately $720 billion in defined contribution (DC) plan assets was eligible for distribution but remained in employer-sponsored plans in 2013, according to a report from Cerulli Associates.

The average retirement plan participant’s decision to leave 401(k) assets in-plan or actuate a distribution when leaving an employer often hinges on whether they are retiring or taking...

Individual retirement account (IRA) rollovers increased 7.3% during 2013 to reach $321.3 billion in total rolled-over assets, according to financial analytics firm Cerulli Associates.

Abandoned 401(k) accounts don’t do anyone any good, and they just may be hitting critical mass, according to the Retirement Clearinghouse.

Millennium Trust Company is offering an automated e-signature capability for its service agreement process.

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).

Updates to the Department of Labor’s (DOL) fiduciary definition could hinder financial advisers’ efforts to target retirement plan clients for individual retirement account (IRA) rollovers.

 LPL Financial launched the Rollover Results Program, a platform for retirement plan advisers, plan sponsors and plan participants.   

DWS Investments, the U.S. retail unit of Deutsche Bank’s Asset Management division, has launched DWS Rollover Central, an online resource to help guide retirement plan participants through the...

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.

Millennium Trust Company announced that J.P. Morgan Retirement Plan Services has chosen Millennium Trust's Automatic Rollover Solution for its clients and the clients' employees.

Inspira, a Pittsburgh‐based provider of turnkey private‐labeled IRA solutions, is joining forces with daily valuation recordkeeping firm RiversEdge Advanced Retirement Solutions.