Tag: Roth

The Internal Revenue Service issued guidance clarifying the impact a 2014 individual retirement account (IRA) rollover has on the pending one-per-year limit imposed on tax-free rollovers.

The Internal Revenue Service (IRS) has announced updated Web pages, checklists and fix-it guides to aid employers in operating their plans and correcting mistakes.

Average individual retirement account (IRA) contributions for tax year 2013 reached $4,150—a 5.7% increase from 2012 and an all-time high, according to Fidelity Investments.

The addition of a Roth savings feature to defined contribution plans is becoming more popular.

Unlike traditional individual retirement accounts (IRAs), contributions are the predominant way investors open Roth IRAs, according to a new Investment Company Institute (ICI) analysis.

The Supreme Court of the United States (SCOTUS) upheld a lower court’s determination that inherited individual retirement accounts (IRAs) do not share the same bankruptcy protections as self-funded...

Roth IRA balances grew at twice the rate of traditional individual retirement accounts (IRAs) between 2010 and 2012, according to a new analysis from the Employee Benefit Research...

In 2010, the Internal Revenue Service (IRS) launched a large compliance project, the 401(k) Questionnaire.

Roth 401(k) plan features are gaining in popularity, Aon Hewitt research finds.

During a U.S. Senate subcommittee hearing, a Treasury official discussed details and the intent of the myRA proposal.

President Obama raised both hopes and eyebrows when he introduced new proposals for combating America’s retirement crisis during his fifth State of the Union address.

The Internal Revenue Service (IRS) has issued more guidance about in-plan rollovers into Roth accounts.

Many self-employed people expect their savings to fund their retirement—but 40% are not saving regularly and 28% are not saving at all, a survey found.

A new survey by Aon Hewitt revealed that employers are boosting efforts to help their employees save for retirement.

Several factors have created a retirement funding gap that is estimated to be as high as $6 trillion, said panelists in a discussion at BlackRock.

July 15, 2013 (PLANSPONSOR.com) - In the first quarter 2013, 10% of all participants in Wells Fargo-administered defined contribution plans chose to contribute to a Roth 401(k), when...

Roth participation is more than twice as high among 401(k) participants hired after the Roth introduction than among those hired before the Roth introduction.

Roth IRAs skew toward younger contributors, according to a report from the nonpartisan Employee Benefit Research Institute (EBRI).

An expanded Roth conversion feature will likely boost Roth adoption rates by plan sponsors and participants, a Vanguard paper predicts.

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.