Tag: IRA

H&R Block Inc will pay as much as $20.2 million to settle a New York lawsuit accusing it of fraudulently marketing individual retirement accounts (IRAs) that charged hidden...

Converting from a traditional IRA to a Roth IRA might come with a hefty price, according to a new analysis by the National Center for Policy Analysis (NCPA).

Fidelity Investments has added resources to its ongoing effort to help investors better understand whether converting their retirement nest egg into a Roth IRA is the best move...

A new partnership aims to help plan sponsors, their advisers, and third-party administrators to “easily manage the accounts of terminated participants, keep their savings invested in retirement, and...

Although recent proposals to boost retirement savings for workers without access to employer-sponsored plans could increase the portion of Americans saving for retirement, the programs are not without...

A new analysis shows that, contrary to popular opinion, mass affluent consumers were not passive during the difficult financial environment of 2008 and 2009.

A Charles Schwab survey found most high-income Americans want financial advisers to help them determine if a Roth conversion is right for them.

Small-business owners now have a new place to go for information about retirement planning.

Newkirk has unveiled a Roth IRA conversion packet.

Small-business employers looking for basic guidance about the array of workplace retirement plans from which they can choose can now get their questions answered at a new federal...

An insurance marketing Web site has unveiled an iPhone application where users can calculate their necessary retirement savings and receive quotes on insurance coverage.

As the nation turns its attention to the three-day Labor Day weekend, the White House is talking about retirement security. 

PenChecks is offering a new service to help sponsors carry out mandatory distributions into an IRA.

Advisors Trusted Advisor now offers the Roth 2010 Conversion Package, containing marketing tools, education materials, and a Roth conversion tool.

Americans held $13.4 trillion in retirement assets at the end of the first quarter of 2009, accounting for 33% of all household financial assets in the United States,...

Median asset levels in defined contribution and IRA/Keogh plans dropped at least 15% from year-end 2007 to mid-June 2009, according to the Employee Benefit Research Institute (EBRI).

The board of directors for PEGASYS, a public-access television station in Enid, Oklahoma, has approved a change in employee retirement plans.

Convergent Retirement Plan Solutions and Archimedes Systems have jointly launched RothRetirement.com to help educate consumers about the 2010 Roth IRA conversion.

Rollover provider RolloverSystems Inc. (RSI) is cutting the annual fee it charges for IRA's in response to continued economic pressures on working Americans.

Spyker Consulting, Inc., an international bullion brokerage firm, said it offers individual retirement account (IRA) services for qualified investors seeking to have gold, silver, platinum, or palladium in...