Tag: IRA

March 17, 2011 (PLANSPONSOR.com) - Yesterday we reported on a survey about when respondents in various generations started saving....

February 17, 2011 (PLANSPONSOR.com) - Fidelity Investments reports that nearly one-third of its Roth IRA Conversions executed across its retail...

December 14, 2010 (PLANSPONSOR.com) - Mid Atlantic Trust Company (MATC) has worked with Inspira to create an IRA capture solution...

December 6, 2010 (PLANSPONSOR.com) – With $4.2 trillion in assets, individual retirement accounts (IRA) accounted for more than one-quarter of...

November 23, 2010 (PLANSPONSOR.com) – In Revenue Procedure 2010-48, the Internal Revenue Service (IRS) provides guidance to drafters and users...

September 21, 2010 (PLANSPONSOR.com) – The average IRA account balance in 2008 was $54,863, while the average IRA balance of all...

September 21, 2010 (PLANSPONSOR.com) – DWS Investments, the U.S. retail unit of Deutsche Bank’s Asset Management division, has launched DWS...

September 16, 2010 (PLANSPONSOR.com) – U.S. Senators on Thursday approved a provision allowing 401(k)s to handle Roth conversions within the...

September 8, 2010 (PLANSPONSOR.com) - A Fidelity Investments study finds that less than a third (30%) of investors who are...

August 11, 2010 (PLANSPONSOR.com) – Massachusetts Congressman Richard E. Neal has introduced the Automatic IRA Act of 2010 in the...

May 11, 2010 (PLANSPONSOR.com) - Wealth Management Systems Inc. (WMSI) has formed a strategic partnership with The Retirement Plan Company...

April 28, 2010 (PLANSPONSOR.com) - Fidelity Investments finds that more than half (55%) of newly eligible investors who have old...

April 27, 2010 (PLANSPONSOR.com) – A new Putnam Investments survey found 14% of Americans plan to fully fund an IRA...

April 27, 2010 (PLANSPONSOR.com) – Millennium Trust Company announced that J.P. Morgan Retirement Plan Services has chosen Millennium Trust's Automatic Rollover...

April 26, 2010 (PLANSPONSOR.com) - For the first time since Cogent Research has been tracking investor allocations, it says wealthy...

April 22, 2010 (PLANSPONSOR.com) – Inspira, a Pittsburgh‐based provider of turnkey private‐labeled IRA solutions, is joining forces with daily valuation...

April 14, 2010 (PLANSPONSOR.com) - Inspira, a provider of private labeled IRA solutions, has entered into a strategic alliance with...

April 7, 2010 (PLANSPONSOR.com) - A new survey commissioned by financial services company USAA finds more Baby Boomers are aware...

March 23, 2010 (PLANSPONSOR.com) - Putnam Investments is making its interactive Roth IRA Conversion Evaluator available to both advisers and...

March 10, 2010 (PLANSPONSOR.com) - Schwab is making additional resources and tools available to investors, independent investment adviser clients, and...