Rollover Mechanics and the Most Common Mistakes
Besides failing to invest the money within the IRS’s 60-day window—the most common mistake according to the experts—another frequent error...
Tag: Rollover
Employer Retirement Plan Rollovers Feed Traditional IRAs
And the owners of traditional IRAs rarely withdraw from their accounts, according to ICI data.
Intro
Best Interest in Mind
Plan sponsors are likely to ensure that advisers are keeping participants' best interests in mind when recommending rollovers, even though the fiduciary rule has been vacated.
Senator Reintroduces American Savings Act
The legislation would establish a personal retirement account for every American that they could take with them from job to job.
CRR Makes Recommendations for Improving Retirement System
In a letter to the Department of Labor, researchers for the Center of Retirement Research at Boston College make policy recommendations to address defined contribution plan portability and...
Mass. State Securities Market Enforcers Target Scottrade for Sales Contests
The enforcement arm of the Massachusetts Securities Division of the Office of the Secretary of the Commonwealth alleges that Scotttrade violated the Massachusetts Uniform Securities Act and related...
Hardship Withdrawal Changes Included in Budget Deal
Several provisions of the two-year budget bill affect retirement plans.
CapitalRock Expands Analysis for Rollover and Exchange Solution
The firm's rollover/exchange analysis will consider more plan types, including 401(k), 403(b), 457, defined benefit plans and more.
Results From Use of Auto Portability Product Released
Spencer Williams, from Retirement Clearinghouse, says the findings show the potential to preserve trillions of future retirement savings dollars for retirement plan participants through the widespread adoption of...
PANC2017: Improving Plan Design for Retiring Participants
Participants age 50 and older need more personalized advice, advisers say.
investment-oriented
Annuities in DC Plans
Advisers can overcome plan sponsor—and participant—reservations
trendspotting
Trendspotting Charts
A look at employees' latest concerns and what these mean to advisers.
DCIIA Calls for More Robust Use of Automatic Features
The organization has issued a report analyzing what is working in DC plans and how the existing tools can be leveraged further.
DOL Secretary Urged to Review Auto-Portability
Lawmakers requested that the DOL issue an advisory opinion or other appropriate guidance regarding application of ERISA to auto-portability of retirement savings.