Products |
FPS, iJoin Streamline Rollovers from 401(k)s to IRAs
The automated service is for accounts that have $5,000 or less.
Tag: Rollover
How to Get Participants to Really Think Twice About Early Withdrawals
Educating participants and offering them guidance on rollovers can substantially reduce loans, hardship withdrawals and cash-outs, experts say.
Opinions |
Barry’s Pickings Online: Needed: Critical Retirement Savings Infrastructure
Michael Barry, president of the Plan Advisory Services Group, discusses his idea for a solution to the “missing participant” plan...
Lawmakers Request Guidance for Auto-Portability of Retirement Savings
Lawmakers sent a letter to the DOL Secretary asking for guidance on auto-portability as soon as possible.
PSNC 2017: Working With Departed and Retired Participants
Speakers at the PLANSPONSOR National Conference discussed how plan sponsors can help terminated and retired participants make smart withdrawal decisions.
(b)lines Ask the Experts – Rolling From a Governmental 457(b) to a 403(b)
“We are a private tax-exempt health care organization that sponsors a 403(b) plan. One of our new physicians used to...
Don't Forget Your Retiring Workers, Vanguard Says
The investment firm says it is important to permit them to take partial withdrawals.
(b)lines Ask the Experts – Rolling from a 403(b) Plan to a 401(a) Plan
“We are a large controlled group with some entities eligible to sponsor a 403(b) plan, and some not.
Council Makes Recommendations for Retirement Account Consolidation
The ERISA Advisory Council recognized in a report that there are several potential solutions to promote plan-to-plan transfers and retirement...
(b)lines Ask the Experts – Rolling Over from One Plan to Another Within a Controlled Group
“I work for a large health care organization that encompasses several subsidiaries that counsel has determined are part of the...
Addressing the Most Serious DC Plan Leakage Problem
Providers, industry groups and regulators agree efforts are needed to reduce defined contribution retirement plan cashouts.
401(k)s Challenging the 3% Auto Enrollment Default Rate
However, the average deferral rate for the plans that T. Rowe Price administers is 7%, well below the recommended 15%.
DOL Rule Could Lead to More Assets Staying in Plans
"The DOL fiduciary rule impacts all qualified assets and will likely have a major impact on the rollover market," says...
Opinions |
Barry’s Pickings Online: Getting Our Priorities Straight
Encouraging terminating participants to leave their assets in the retirement savings system
IRS Issues Final Rules for Allocating After-Tax Amounts in Distributions
The regulations remove the allocation rule for disbursements from designated Roth retirement accounts to multiple destinations.
Rethinking Mandatory Cash-Outs
Automatic roll-ins can supplement automatic enrollment, according to Spencer Williams with Retirement Clearinghouse.
Fiduciary Rule Offers Positives for Retirement Plan Sponsors
Experts say plan sponsors will see an expansion of fiduciary services, and sponsors and participants will be offered more information...
What Plan Sponsors Should Know About the Final Fiduciary Rule
The final rule from the DOL scaled back on some requirements, but left others in place.
(b)lines Ask the Experts – After-Tax Rollover Strategy
“I have read a number of articles lately promoting the benefits of making after-tax contributions to a retirement plan and...
Most Retirees Roll Assets Out of Retirement Plan
More than eight in ten did so with the help of an adviser.