More Participants Plan IRA Rollovers in 2024
Cogent Syndicated by Escalent finds a jump in rollover intent among respondents interested in an IRA; a Human Interest survey,...
Tag: 401(k) rollovers
Digital Retirement Rollover Firm Capitalize Raises Series B Funding
The company will use the $19 million capital raise to support locating and then transferring legacy retirement account rollovers.
Debating the Fiduciary Proposal: Pros and Cons
Two industry players debate issues surrounding rollovers, annuity sales, and access for smaller accounts.
Trade Groups Call for Longer Comment Period for Fiduciary Rule Proposals
The proposals would apply fiduciary status to one-time investment recommendations such as rollovers and annuity sales.
Pontera Says Rollover Not Always Superior to 401(k)
New findings reveal 59% of advisers opted not to roll over a client's 401(k) into an IRA in 2022.
Great Resignation Drives 20% Jump in Forgotten 401(k) Accounts
The left-behind 401(k) accounts are estimated to hold about $1.65 trillion in assets, as of May.
ASA: DOL Drops Appeal to 401(k) Rollover Advice Ruling
According to the trade association, the regulator will not appeal a ruling that keeps 401(k) rollover advice outside of fiduciary...
Adviser Product Partnerships
Lion Street delivers 401(k) management platform with Pontera; Annexus Retirement Solutions partners with iJoin; Capitalize powers rollovers for Robinhood Retirement...
Compliance Consult
Compliance for Wealth Managers
PTE 2020-02 cannot resolve all conflicts of interest.
ERISA vista
Best Interest Reasons for a Rollover
PTE-2020-2 allows for circumstances that outweigh an IRA’s costs.
The Pros and Cons of Rolling Money Over to an IRA
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.
Americans Not Up to Speed on Rollovers
Forty-two percent don’t even know it is possible to keep assets in a plan once one leaves an employer.