eMoney Enhancing Platform with Annuity Wizard
The eMoney Advisor platform will be updated with tools designed to help users suggest the right retirement products for clients based on their individual needs and preferences.
Tag: Rollover
Reflections on Roth As Tax Debate Unfolds
Effectively managing income taxes over a lifetime requires a careful balance of a person’s current tax burden with the need to achieve tax diversification for the unknown future.
Fiduciary Benchmarks Launches IRA Best Interest Determination Service
Fiduciary Benchmarks is planning to launch a series of services in response to the DOL’s conflict of interest rule.
Eighty Percent of People Seek Advice When Doing a Rollover
Of this group, 58% obtain professional financial advice.
Most IRA Assets Flow From Employer Plans
A new study by the Center for Retirement Research explores the modern state of the individual retirement account and those who invest in it.
EBRI Calls for Auto Plan Portability
If workers could automatically roll their 401(k) plan over to a new employer, the Institute says this could generate an additional $2 trillion in retirement savings.
Vanguard Recommends Plans Accommodate Retiring Workers
Allowing for partial withdrawals is among five tips the investment firm gives.
Recommendations Made to Support ERISA Account Consolidations
A report from the 2016 ERISA Advisory Council makes recommendations for facilitating auto-portability, communicating to participants about plan-to-plan transfers, and discussing the transfer of state-run retirement program accounts...
Fiduciary Rule May Push Advisers Out of DC Business
As implementation of the DOL’s fiduciary rule approaches, advisers may have to choose between remaining in the DC business and pursuing traditional wealth management.
PCS Launches Rollover Tool to Comply with DOL Fiduciary Rule
The tool is designed to help advisers seamlessly transition IRAs from commission status to fee based in order to comply with the DOL’s Fiduciary Rule.
Efforts Needed to Reduce DC Plan Cashouts
Cashouts are the biggest portion of defined contribution retirement plan leakage, but what can be done?
ERISA Advisory Council Strongly Focused on DC Portability
Defined contribution plan participant experience expert expresses real confidence in the industry’s ability to “solve the portability problem.”
Clients Have More Time To Enact Tax-Free Rollovers
The IRS has eased the timeline for investors hoping to avoid taxes and penalties while moving money plan-to-plan or to an individual retirement account.
Providers Expect Fiduciary Rule to Deter Rollovers
Most providers expect the new legislation will help them retain assets.
IRS Finalizes Rules for Allocating Roth Distributions
No comments were received regarding the proposed regulations, so the IRS finalized the proposed regulations, with a one-year delay of the applicability date.
Auto Roll-Ins Should Complement Auto-Enrollment
About half of participants cash out of IRAs their small balances are rolled into, and by not rolling these assets into new plans, they are losing the benefit...
Retirees’ First Priority? Basic Living Expenses
Covering health care costs is their second-biggest concern.
PRI Offers Compliance Resource to LPL Advisers
RetirementAdvantage is now available through LPL’s Vendor Affinity Program