DOL Will Not Appeal 401(k) Rollover Rule, ASA Says
The trade group that sued the DOL says the regulator will not insist that rollover advice should be subject to...
Tag: rollovers
TIAA Subsidiary’s SEC Settlement Requires Rollover Reforms
Regulators say the firm failed to adequately disclose conflicts of interest to thousands of participants in TIAA recordkept employer-sponsored retirement...
Products |
FPS, iJoin Streamline Rollovers from 401(k)s to IRAs
The automated service is for accounts that have $5,000 or less.
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.
DOL Fiduciary Rule Debate Continues in Public Comments
Some argue the fiduciary proposal is being rushed, while others broadly support the Department of Labor’s aim to align its...
SECURE Act Demands Updates to Rollover Notices
For example, language should be inserted to reflect that the age for taking required minimum distributions (RMDs) has been increased...
(b)lines Ask the Experts – Including Rollover Balances for Auto Cashouts
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
SEC Approves Final Regulation Best Interest, Form CRS
Importantly, the updated rulemaking will apply a best-interest standard to account recommendations, including rollovers from retirement plans into individual retirement...
Bill Would Establish Personal Savings Accounts Based on TSP
The concept is being reintroduced through the American Savings Act
CRR Offers Retirement Policy Suggestions to the DOL
A report to the Department of Labor recommends strategies to enhance portability, reduce plan leakage and protect transfers from employer...
Products |
New Guide for 403(b), 457 Plans from NTSA
The guide includes information on rollovers, loans, hardship withdrawals and much more.
Budget Deal Includes Provisions Affecting Retirement Plans
Among other things, the bill allows for hardship withdrawals from more contribution types.
Retirement Clearinghouse Releases Findings From Auto Portability Use
Results from the firm’s product use by one plan sponsor found that upon consolidation, workers' median plan account balance increased...
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...