Tag: Rollover

The type of adviser you are—fiduciary or nonfiduciary—dictates your business model, said Brad Campbell, counsel in Drinker Biddle & Reath’s Washington, D.C., office and speaker at the PLANADVISER...

A majority of advisers surveyed (79%) said the strictest fiduciary standard should apply to rollovers of retirement accounts.

Should retirement income products be offered inside defined contribution (DC) plans or as rollover solutions?

Roth individual retirement accounts (IRAs) get the most contributions, and IRAs funded by rollovers hold the most money, the Employee Benefit Research Institute (EBRI) found.

Wealth Management Systems Inc. introduced a tool to simplify deciding between a traditional and a Roth individual retirement account (IRA) plan.

When making a decision about plan assets, nearly half of retirees and pre-retirees (41%) consult a financial adviser, research found.

The Government Accountability Office (GAO) has recommended regulators take certain steps to make plan-to-plan rollovers easier for defined contribution (DC) participants.

Retirees who have a positive relationship with their plan provider are more likely to keep their assets with that provider, a study found.

The Government Accountability Office (GAO) recommends regulators take certain steps to reduce obstacles and disincentives to plan-to-plan rollovers.

Fred Reish, a partner at Drinker Biddle & Reath, the Los Angeles law firm, has launched fredreish.com, a blog about retirement regulation and compliance.

The LiveWell Plus Mutual Fund IRA was launched by Sammons Retirement Solutions Inc. to help advisers gather retirement assets and provide a savings boost.

Half of retirement plan participants younger than 34 reported they have left a job in the past five years, leaving the door open for plan leakage.

Separated defined benefit (DB) plan participants have been on the rise since 2004—a sweet spot for advisers targeting lump-sum distributions, research found.

Two senators introduced legislation that would give individuals who take a loan from their retirement accounts more time to repay after leaving a job.

Middle-income Baby Boomers would be less likely to save for retirement if taxes are increased or if tax incentives for retirement savings are reduced or eliminated.

With care, individual retirement account (IRA) rollovers from 401(k)s are possible.

The growing opportunity in IRA rollovers should be a key component of financial services firms’ strategies over the next five years.

Individual retirement account (IRA) assets reached $5 trillion in the first quarter of 2012, according to research from Cerulli Associates.

The investment allocation of individual retirement accounts (IRAs) varies according to several factors, but the difference between genders is minimal.