Tag: Roth

American United Life Insurance Company (AUL), a OneAmerica company, has introduced a multiple-employer 401(k) option for small- to mid-sized employers.

Fidelity Investments reports that nearly one-third of its Roth IRA Conversions executed across its retail and adviser businesses in 2010 occurred during the month of December.

Small-business owners are slowly starting to realize that they can’t handle retirement planning on their own, according toE. Thomas Foster Jr., Vice President and National Spokesperson of The Hartford's...

Laying it all out on the table, PLANSPONSOR and PLANADVISER’s Editor-in-Chief, Nevin E. Adams, opened the first Virtual PLANADVISER National Conference (VPANC) by outlining the top 10 trends...

The Internal Revenue Service (IRS) has announced plans for a telephone forum to discuss recent guidance on in-plan Roth rollovers for 401(k) and 403(b) plans.

The Principal Financial Group will begin processing plan changes for in-plan Roth conversions and for participant requests for such conversions beginning December 16, 2010.

The First Command Financial Behaviors Index reveals that 23% of middle-class Americans who own a traditional IRA have yet to decide if they will convert their account to...

Fewer than one-third of employers surveyed by Mercer say they will offer the in-plan Roth conversion feature before 2012, and 45% say they have no plans to offer...

On Friday the IRS issued Notice 2010-84, containing guidance for 401(k) and 403(b) plans about in-plan Roth rollovers. 

The SPARK Institute, a retirement services trade group, is advising plan sponsors to not act hastily when deciding whether to offer in-plan Roth conversions as a result of...

President Obama on Monday signed into law the Small Business Jobs Act, which included a provision allowing in-plan Roth conversions in 401(k), 403(b), and governmental 457(b) plans.

The U.S. House of Representatives has approved a bill that includes provisions allowing retirement plan participants to roll over their assets into in-plan Roth accounts.  

The 53rd Annual Survey of Profit Sharing and 401(k) Plans indicates plan sponsors are concentrating more on investments.

U.S. Senators on Thursday approved a provision allowing 401(k)s to handle Roth conversions within the plan rather than force participants to roll converted assets into a Roth IRA....

A new Hewitt Associates study of the Roth 401(k) feature found that 29% of mid- to large-sized employers offer it and 25% are very or somewhat likely to...

A Fidelity Investments study finds that less than a third of investors who are newly eligible to complete a Roth IRA conversion are aware of the flexibility they...

An analysis from Financial Finesse finds employees reported more financial stress in Q2 2010, but instead of retreating in fear, they were called to action.

The Internal Revenue Service (IRS) is looking for some input on Roth 401(k)s.

In an analysis of households that have converted to a Roth IRA, Fidelity Investments has found that a growing number of younger investors are making the conversion. 

We have long lamented the reality that only about half of this nation’s workers have access to some kind of workplace-based retirement vehicle, and with...