Tag: 401(k) rollover

Two industry players debate issues surrounding rollovers, annuity sales, and access for smaller accounts.

The proposals would apply fiduciary status to one-time investment recommendations such as rollovers and annuity sales.

New findings reveal 59% of advisers opted not to roll over a client's 401(k) into an IRA in 2022.

The left-behind 401(k) accounts are estimated to hold about $1.65 trillion in assets, as of May.

Experts see more value for participants to move their money from one 401(k) to another 401(k) than from a 401(k) to an individual retirement account.