Tag: Rollover

Those who rolled money over with the help of an adviser were more likely to have a comprehensive retirement plan.

Millennials and those with balances lower than $20,000 are at the greatest risk for cashing out.

Retirement Clearinghouse will guide participants on consolidating accounts.

Mobile application development figured largely throughout the year.

Cerulli Associates does not anticipate a slowdown in adviser-mediated rollover activity in the foreseeable future—whether or not a strengthened fiduciary rule is approved by the DOL. 

Preserving assets earmarked for retirement is a provider and adviser business opportunity and helps participant outcomes.

Under the proposed DOL fiduciary definition, the types of information given to participants are restricted or permitted and the adviser’s compensation model will also be affected. Yet advisers...

The deal will accelerate Millennium Trust’s growth as a provider of asset custody solutions.

The proposed fiduciary rule would protect investors with slender assets in rollovers, DOL says.

Nearly half of those making contributions to a traditional individual retirement account in 2013 contributed up to the new legal limit.

WMSI’s suite of services and rollover solutions will be part of DST Retirement Solutions.

Plan participants who regularly work with a financial adviser are likelier to have discussed the pros and cons of a rollover.

BB&T Retirement and Institutional Services launched a new rollover servicing platform to expand distribution and rollover services for retirement plan participants.

Regulation could narrow the flow of rollovers from defined contribution (DC) plan assets into individual retirement accounts (IRAs), says Cerulli Associates.

Advisers can work with Boomers on plans to protect the surviving spouse

About half of affluent investors with former workplace retirement plan assets could move that money into an individual retirement account (IRA) in 2015, says Cogent Reports.

A draft version of a White House memo and a new website are causing some sparks in the adviser community.

FINRA’s Annual Regulatory and Examination Priorities Letter highlights issues of importance to FINRA's regulatory programs.

A new rule for retirement plan distributions makes way for high earners to get into Roth IRAs.