Tag: Rollover

Although the landmark legislation will take years before it is fully implemented, many of the provisions are already in effect—including two that require immediate changes to the 402(f)...

And the owners of traditional IRAs rarely withdraw from their accounts, according to ICI data.

The legislation would establish a personal retirement account for every American that they could take with them from job to job.

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...

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...

Several provisions of the two-year budget bill affect retirement plans.

The firm's rollover/exchange analysis will consider more plan types, including 401(k), 403(b), 457, defined benefit plans and more.  

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...

Participants age 50 and older need more personalized advice, advisers say.

The organization has issued a report analyzing what is working in DC plans and how the existing tools can be leveraged further.