Data & Research
Advisors Trusted Advisor now offers the Roth 2010 Conversion Package,
containing marketing tools, education materials, and a Roth conversion
A survey commissioned by financial services company USAA found that
most Baby Boomers plan to keep their traditional individual retirement accounts (IRAs) intact.
An Albuquerque, New Mexico-based firm has launched an “Individual 401k (i401k)” for small-business owners looking for retirement plan options.
Convergent Retirement Plan Solutions and Archimedes Systems have jointly launched RothRetirement.com to help educate consumers about the 2010 Roth IRA conversion.
Convergent Retirement Plan Solutions, LLC, and Archimedes Systems, Inc., released the Roth IRA Conversion Optimizer for financial advisers.
The Merrill Lynch Retirement Group reported that among the 1,700 plans on its proprietary recordkeeping system, almost 200 (12%) had added a Roth 401(k) option as of the end of March.
hot off the presses
New products, highlights, announcements
The number of employers offering a Roth 401(k) showed a dramatic increase between 2006 and 2007, according to data released by Charles Schwab.