May 7th, 2019
The Rollover Wizard tool comes two years after Unified Trust created its Managed Rollover Solution, and analyzes benefits, fees and service models.
October 9th, 2018
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 on administration of their orphaned savings.
August 5th, 2015
A new website offers remote access to rollover tools and
resources from Millennium Trust.
May 13th, 2015
BB&T Retirement and Institutional Services launched a new rollover servicing platform to expand distribution and rollover services for retirement plan participants.
Data & Research
September 18th, 2014
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.
Data & Research
May 28th, 2014
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 a new job.
Data & Research
May 5th, 2014
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.
May 1st, 2014
Abandoned 401(k) accounts don’t do anyone any good,
and they just may be hitting critical mass, according to the Retirement
April 16th, 2014
Millennium Trust Company is offering an automated e-signature capability for its service agreement process.
December 30th, 2013
firm practices for recommending and marketing individual retirement account
(IRA) rollover services will be a 2014 priority for the Financial Industry
Regulatory Authority (FINRA).
October 29th, 2013
to the Department of Labor’s (DOL) fiduciary definition could hinder financial advisers’
efforts to target retirement plan clients for individual retirement account (IRA)
May 15th, 2012
LPL Financial launched the Rollover Results
Program, a platform for retirement plan advisers, plan sponsors and plan
September 21st, 2010
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 IRA rollover process.
June 4th, 2010
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 distribution issues, according to the company.
May 11th, 2010
Wealth Management Systems Inc. (WMSI) has partnered with The Retirement Plan Company LLC (TRPC) to offer its rollover platform through TRPC’s Web site.
April 27th, 2010
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.
April 22nd, 2010
Inspira, a Pittsburgh‐based provider of turnkey private‐labeled IRA solutions, is joining forces with daily valuation recordkeeping firm RiversEdge Advanced Retirement Solutions.
April 14th, 2010
Through a partnership with Inspira, a provider of private-labeled IRA solutions, Wealth Management Systems, Inc (WMSI) will expand its product offering to include private-labeled IRA Solutions.
April 8th, 2010
A federal district court recently denied class certification in a lawsuit relating to the rollover of funds from 401(k) plans nationwide for which Principal Life Insurance Company provided retirement services.
February 3rd, 2010
A research report indicates that banks are capturing an increased share of retirement plan rollover assets from affluent investors.