A new analysis from the Investment Company Institute (ICI) shows a vast majority of traditional individual retirement accounts (IRAs) are opened with rollovers from employer-sponsored retirement plans.
Research from financial analytics firm Cerulli Associates shows the individual retirement account (IRA) market could surpass $9 trillion in total assets over the next four years.
Nearly half of the average financial adviser’s book of business is made up of individual retirement accounts (IRAs), says investment analytics firm Cerulli Associates.
Corporate employers have largely favored lump sum offerings as a means to settle pension liabilities, but changing market conditions could buck the trend this year.
How participants deal with their 401(k) assets when they leave a company is under more scrutiny from FINRA, but retirement plan advisers are less likely to be affected...
President Obama raised both hopes and eyebrows when he introduced new proposals for combating America’s retirement crisis during his fifth State of the Union address.
Reviewing firm practices for recommending and marketing individual retirement account (IRA) rollover services will be a 2014 priority for the Financial Industry Regulatory Authority (FINRA).
Many self-employed people expect their savings to fund their retirement—but 40% are not saving regularly and 28% are not saving at all, a survey found.
Research from the Investment Company Institute (ICI) shows a strong majority of Americans owning individual retirement accounts (IRAs) have developed a sophisticated retirement income strategy.
Research from Cerulli Associates, a Boston-based research and analytics firm, shows retirement rollover contributions to individual retirement accounts (IRAs) reached $321 billion during 2012.
Washington’s warning to slash tax-deferral incentives associated with 401(k)s and individual retirement accounts (IRAs) tops advisers’ challenges in 2014, according to Brian Graff, executive director of the American...
Households without employer-sponsored defined contribution (DC) plans or individual retirement accounts (IRA) had lower incomes and paid less taxes than peers with access to such plans, a study...
Never has the industry seen such potential for change, Marcia Wagner, president of The Wagner Law Group, told attendees at the PLANADVISER National Conference in Orlando, Florida.