August 5, 2015
A new website offers remote access to rollover tools and
resources from Millennium Trust.
May 13, 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 18, 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 28, 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 5, 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 1, 2014
Abandoned 401(k) accounts don’t do anyone any good,
and they just may be hitting critical mass, according to the Retirement
April 16, 2014
Millennium Trust Company is offering an automated e-signature capability for its service agreement process.
December 30, 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 29, 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 15, 2012
LPL Financial launched the Rollover Results
Program, a platform for retirement plan advisers, plan sponsors and plan
September 21, 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 4, 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 11, 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 27, 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 22, 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 14, 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 8, 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 3, 2010
A research report indicates that banks are capturing an increased share of retirement plan rollover assets from affluent investors.
January 19, 2010
BrightScope said its new Personal 401k Fee Report product allows 401(k) plan participants to figure out what they pay in fees.
Deals & People
December 21, 2009
eRollover, which describes itself as a destination for retirement planning, education and analysis, has named Tim Harrington as the company’s first Chairman and Chief Executive Officer.