DOMA Ruling Will Impact Employer-Provided Benefits
July 18, 2013 (PLANSPONSOR.com) – The recent ruling on the Defense of Marriage Act (DOMA) will impact employer-provided benefits in...
Tag: Rollover
Products |
WMSI Expands Call Center Platform
June 17, 2013 (PLANSPONSOR.com) – WMSI has launched a new call center platform with expanded capabilities.
ASPPA Makes Suggestions for In-Plan Roth Rollovers
May 21, 2013 (PLANSPONSOR.com) – The American Society of Pension Professionals & Actuaries (ASPPA) filed a comment letter with the...
Benefits |
Solutions Exist for Easier Plan-to-Plan Rollovers
April 9, 2013 (PLANSPONSOR.com) – The Government Accountability Office (GAO) has recommended regulators take certain steps to make plan-to-plan rollovers...
Benefits |
Relationships Foster Success in Rollover Market
April 8, 2013 (PLANSPONSOR.com) – Retirees who have a positive relationship with their plan provider are more likely to keep...
Benefits |
Relationships Foster Success in Rollover Market
April 8, 2013 (PLANSPONSOR.com) – Retirees who have a positive relationship with their plan provider are more likely to keep...
Benefits |
GAO Encourages Easier Plan-to-Plan Rollovers
April 3, 2013 (PLANSPONSOR.com) – The Government Accountability Office (GAO) recommends regulators take certain steps to reduce obstacles and disincentives...
Retirement Clearinghouse Hires Adviser for Consolidating Savings
March 13, 2013 (PLANSPONSOR.com) - Retirement Clearinghouse, LLC (RCH) appointed E. Thomas Johnson Jr. as a senior adviser.
Products |
RolloverSystems Rebrands, Expands Services
February 26, 2013 (PLANSPONSOR.com) – RolloverSystems has rebranded to Retirement Clearinghouse (RCH) and is expanding its suite of services.
Opinions |
The Increased Availability of Roth In-Plan Conversions
January 25, 2013 (PLANSPONSOR.com) - The American Taxpayer Relief Act of 2012 included a provision liberalizing in-plan Roth conversion rules...
Products |
WMSI Acquires Archimedes Systems
October 25, 2012 (PLANSPONSOR.com) - Wealth Management Systems Inc. (WMSI) has acquired Archimedes Systems Inc.
(b)lines Ask the Experts – Rollover of Active Accounts from 403(b) to 401(k)
July 31, 2012 (PLANSPONSOR (b)lines) – “Prior to 2009, we maintained two plans: a 403(b) deferral-only plan and a separate...
Products |
USI Consulting Launches Lifetime Income Solutions
January 5, 2012 (PLANSPONSOR.com) - USI Consulting Group announced it is now offering guaranteed lifetime retirement income solutions through Highland...
Benefits |
Actively-Contacted Participants More Likely to Stay with Providers
December 8, 2011 (PLANSPONSOR.com) – A LIMRA study revealed the importance...
Products |
RSI Launches Retirement Plan DecisionDesk
December 7, 2011 (PLANSPONSOR.com) – RSI has launched a roll-in service for retirement plan changes.
Products |
John Hancock Launches Consolidation Services Group
June 28, 2011 (PLANSPONSOR.com) - John Hancock Retirement Income & Rollover Solutions (RIRS) has announced the formation of its Consolidation...
Products |
Firms Offer Rollover and Termination Solution for Bankrupt Plans
April 5, 2011 (PLANSPONSOR.com) - BCG Bankruptcy Retirement Plan Services, specializing in consultation and administration of retirement plans of bankrupt...
Products |
Morningstar Fund Platform Offered to eRollover Members
March 28, 2011 (PLANSPONSOR.com) - eRollover announced it will provide the U.S. open-end mutual fund platform from Morningstar to eRollover...
Products |
Variable Annuity Product Offers ETF Subaccounts
January 3, 2011 (PLANSPONSOR.com) - Western & Southern Financial Group’s member companies have introduced VAROOM -- Variable Annuity for Roll...
IRS Offers Roth 401(k), 403(b) Guidance
November 29, 2010 (PLANSPONSOR.com) – On Friday the IRS issued Notice 2010-84, containing guidance for 401(k) and...