Tag: Rollover

Millennials and those with balances lower than $20,000 are at the greatest risk for cashing out.

WMSI’s suite of services and rollover solutions will be part of DST Retirement Solutions.

A new rollover platform from BB&T Retirement features expanded participant servicing capabilities and features.

Retirement Clearinghouse has a new approach to stopping plan leakage.

Departing retirement plan participants may wish to roll over their plan assets to another qualified plan or individual retirement account...

A new rule for retirement plan distributions makes way for high earners to get into Roth IRAs.

The IRS has provided answers to questions received about the new single-distribution rule for rollovers from retirement plans.

The GAO recommends an alternative to rolling over small retirement plan balances to individual retirement accounts (IRAs).

The Internal Revenue Service (IRS) has amended the two safe harbor explanations that can be used to satisfy the requirement...

The Pension Benefit Guaranty Corporation (PBGC) is publishing a final rule for transferring defined contribution (DC) plan accounts into a...

September 19, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has provided rules for allocating pre-tax and after-tax amounts among...

August 27, 2014 (PLANSPONSOR.com) - Implementing an automatic rollover program can help retirement plan sponsors establish safe harbor individual retirement...

June 19, 2014 (PLANSPONSOR.com) – BMO Retirement Services lays out four key reasons asset consolidation benefits participants.

April 16, 2014 (PLANSPONSOR.com) – Millennium Trust Company is offering an automated e-signature capability for its service agreement process.

April 11, 2014 (PLANSPONSOR.com) – The Pension Benefit Guaranty Corporation (PBGC) recently proposed rules about the treatment of rollovers from...

April 3, 2014 (PLANSPONSOR.com) - The U.S. Department of the Treasury and the Internal Revenue Service (IRS) have issued guidance...

April 1, 2014 (PLANSPONSOR.com) - The Pension Benefit Guaranty Corporation (PBGC) outlined a proposal it says makes it easier for...

January 9, 2014 (PLANSPONSOR.com) –  Examining how participants decide to leave an employer’s plan after separating and when they begin...

December 20, 2013 (PLANSPONSOR.com) – VALIC, a retirement plan provider for nonprofit institutions, released a plan fee equalization feature within...

December 19, 2013 (PLANSPONSOR.com) - Millennium Trust Company released a white paper that addresses the growing problem of uncashed checks...