Lawmaker Proposes Penalty-Free Retirement Account Withdrawals for Mortgage Payments
October 22, 2007 (PLANSPONSOR.com) - Minnesota Senator Norm Coleman has proposed legislation that would allow individuals who are 60 days...
Tag: IRA
ICI: US Retirement Assets Reached $16.6T in Q107
October 19, 2007 (PLANSPONSOR.com) - The assets individuals in the U.S. have saved for retirement reached $16.6 trillion in the...
Benefits |
EBRI Reports DC Plan Growth Topped Out
October 9, 2007 (PLANSPONSOR.com) - Individual account retirement plans, such as 401(k) plans and individual retirement accounts (IRAs), have continued...
Biden Pitches Retirement Plan Proposal
September 20, 2007 (PLANSPONSOR.com) - Democratic presidential hopeful Senator Joe Biden has put forth his plan to help American's save...
Benefits |
IRA Rollover Market Makes Strong Comeback
August 23, 2007 (PLANSPONSOR.com) - The IRA rollover market grew by 38% from 2004 to 2007, rebounding from an 11%...
Benefits |
Kentucky Adopts Deemed IRA for Public Employees
August 9, 2007 (PLANSPONSOR.com) - Public employees in Kentucky can keep their individual retirement account (IRA) assets in a separate...
Retirement Assets Reach $16.4 Trillion
July 25, 2007 (PLANSPONSOR.com) - Assets of the nation's retirement savings plans reached a record $16.4 trillion in 2006, an...
IRS Puts Out Roth IRA Rollover Final Regs
June 4, 2007 (PLANSPONSOR.com) - Plan sponsors of prototype Roth IRAs interested in taking rollovers from 402A Roth Accounts first...
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ING Announces New Rollover Ability
May 28, 2007 (PLANSPONSOR.com) - ING has announced a change in its Rollover Wizard tool to help employees roll over...
Legislation Targets Employers Without Retirement Plans
May 4, 2007 (PLANSPONSOR.com) - Employers without retirement plans would be required to establish an automatic payroll deduction program to...
Benefits |
Workers Falling Behind in Savings
March 13, 2007 (PLANSPONSOR.com) - A quarter of U.S. workers do not participate in a retirement plan and 21% say...
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AllianceBernstein Investments to Offer IRA on RolloverSystems Platform
February 26, 2007 (PLANSPONSOR.com) - Charlotte, North Carolina-based RolloverSystems has announced that AllianceBernstein Investments will offer its IRA product on...
Benefits |
Gen X Wants Simple IRA Investment Process
February 20, 2007 (PLANSPONSOR.com) - A significant amount of Generation X investors who don't put money into an individual retirement...
Benefits |
Survey: 401(k) Ranks as the Most Common Retirement Planning Method
February 20, 2007 (PLANSPONSOR.com) - More than one in five adults has not taken any steps toward planning for their...
IRA Rollovers Protected from Creditors in CA
February 14, 2007 (PLANSPONSOR.com) - California law allows creditors to dip into individual retirement accounts (IRAs), but money that is...
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Great-West Test Drives RolloverSystems
February 13, 2007 (PLANSPONSOR.com) - Great-West Retirement Services announced today that it will be piloting a system that will allow...
JPMorgan Fortifies Retirement Fund Business with Two Hires
January 18, 2007 (PLANSPONSOR.com) - JPMorgan Funds has hired David Musto, formerly of Prudential Retirement, as Managing Director of its...
Benefits |
Survey Finds IRAs not a Primary Retirement Savings Vehicle
January 17, 2007 (PLANSPONSOR.com) - Newly released results of a study from Fidelity Investments indicate Individual Retirement Accounts (IRAs) are...
Traditional IRA Growth Relies on Plan Rollovers
January 10, 2007 (PLANSPONSOR.com) - The engine of growth for traditional IRAs is being powered by qualified plan rollovers and...
Full IRA Income to be Used for Tax Calculation of NY Part-year Residents
October 23, 2006 (PLANSPONSOR.com) - New York's Division of Tax Appeals has recently decided that the full amount of an...