Tag: Rollover

Through a partnership with Inspira, a provider of private-labeled IRA solutions, Wealth Management Systems, Inc (WMSI) will expand its product offering to include private-labeled IRA Solutions.

A federal district court recently denied class certification in a lawsuit relating to the rollover of funds from 401(k) plans nationwide for which Principal Life Insurance Company provided...

The Internal Revenue Service has ruled that the 60-day rollover requirement is not applicable to a plan distribution check made payable to a second plan's sponsor.

Data from Charles Schwab shows that more people are rolling 401(k) savings into an individual retirement account (IRA) when leaving a job.

Wealth Management Systems Inc. (WMSI) now offers Roth IRAs to participants rolling over their retirement savings.

A research report indicates that banks are capturing an increased share of retirement plan rollover assets from affluent investors.

For the first time ever, affluent investors now report having more dollars allocated to individual retirement accounts (IRAs) than to employer-sponsored retirement plans (ESRPs), according to Cogent Research.

eRollover, which describes itself as a destination for retirement planning, education and analysis, has named Tim Harrington as the company’s first Chairman and Chief Executive Officer. 

A new partnership aims to help plan sponsors, their advisers, and third-party administrators to “easily manage the accounts of terminated participants, keep their savings invested in retirement, and...

A new analysis shows that, contrary to popular opinion, mass affluent consumers were not passive during the difficult financial environment of 2008 and 2009.

RolloverSystems, Inc. (RSI), a provider of rollover services, will now offer additional, elective service to NRP Financial, Inc. (NRPF) advisers to assist in opening IRA brokerage accounts.

House Republican Leader John Boehner (R-Ohio) on Saturday threw his support behind President Barack Obama’s announcement of initiatives to help Americans increase their personal savings. 

As the nation turns its attention to the three-day Labor Day weekend, the White House is talking about retirement security. 

PenChecks is offering a new service to help sponsors carry out mandatory distributions into an IRA.

Millennium Trust Company, a provider of custody and IRA services, announced it has been selected as the custodian for John Hancock's plan termination solution.

New York Life Retirement Plan Services is rolling out a new way to attract 401(k) participant assets.

RPG Consultants and PenChecks Inc. have announced an alliance which enables retirement plan sponsors to distribute assets on behalf of participants who cannot be located.

RolloverSystems, Inc. (RSI) has launched several moves to provide enhanced rollover asset retention solutions and participant retirement readiness tools to plan sponsors, institutional providers, third party administrators (TPAs),...

To help plan sponsors address the challenges of missing participants, Keane Retirement Services has entered into a strategic partnership with automatic rollover provider Millennium Trust Company.