Tag: IRA

It is available to workers 18 years and older who have contributed to a company-sponsored retirement plan or IRA.

Americans are confident DC plans will help them meet their retirement goals, ICI found.

The tool analyzes administration fees as well as individual mutual fund fees.

The product is designed for employers with 100 or fewer employees.

Nominating a plan sponsor client is a great way to show appreciation and highlight important best practices that are improving outcomes for defined contribution and pension plan participants....

The legislation seeks to move fiduciary rulemaking power away from the DOL.

Workplace defined contribution plans serve as the collection mechanism for retirement savings, and IRAs serve as the resting place.

Many states are looking at how they might implement government-sponsored IRAs, commonly known as auto-IRAs, which provide automatic enrollment of eligible private-sector workers.

The firm will provide 3(21) and 3(28) services through a tech-focused solution.

Firms focusing heavily on promoting low-cost products without considering clients' preferences for premium service and a stable, trusted brand may fall behind, according to a study by LIMRA.

Survey data covering some 1,000 plan participants shows Roth savings features remain poorly understood and underutilized. 

Income from retirement accounts would replace a median 14% of pre-retirement income for workers between the ages of 55 and 65, a new study suggests.

Voya Financial has launched a new advisory-based IRA platform aimed at cost efficiency.

Thirty-eight percent do not participate in a 401(k) plan, individual retirement account (IRA) or other type of retirement plan.

This is the highest percentage Bankrate.com has noted since 2011.

Fidelity’s second-quarter 2017 401(k) plan analysis shows record balances tied to strong performance in the stock market.