Tag: IRA

Fidelity’s first-quarter 2015 update shows retirement plan participant accounts earned marginal growth in the first three months of the year—just enough to set new record account balances.

Assets held in employer-sponsored retirement plans increased 11.5% to reach $11.3 trillion at the close of 2014, according to Spectrem's 2015 Market Insights Report.

Research from TIAA-CREF finds Americans hold a variety of saving and investing priorities that all compete for a piece of the paycheck, from short-term savings to IRAs and...

A new program from Fidelity seeks to bring one of the most popular features of 401(k) accounts to individual retirement investors, in the form of a matching contribution.

Fidelity's final quarterly retirement snapshot for 2014 shows the average 401(k) balance continues to push record levels.

The majority of households that own an IRA are older groups of working-age individuals, according to an ICI survey.

The U.S. Department of Treasury maintains the view that its myRA program is not subject to the extensive reporting, disclosure, fiduciary duty or other requirements of ERISA. 

Ongoing fiduciary responsibility and spending money on former employees are two reasons to consider amending a plan to include automated rollovers, Millennium Trust says.

The U.S. Treasury issued final regulations establishing a new type of electronic retirement savings bond designed to serve as the backbone of the president’s myRA program.

EBRI finds the percentage of all families with an individual account retirement plan, such as a 401(k) plan or an IRA, has decreased.

Take three couples entering retirement with the same asset base but very different strategies for making the money last. Think you can predict the winner?

Commentators are questioning the accuracy of Census Bureau data that examines how well off Americans are in retirement.

The Internal Revenue Service (IRS) has amended the two safe harbor explanations that can be used to satisfy the requirement that certain information be provided to recipients of...

Reaching $25 million in an individual retirement account (IRA) might sound like a pipedream, but some Americans have managed to do just that.

The Internal Revenue Service issued guidance clarifying the impact a 2014 individual retirement account (IRA) rollover has on the pending one-per-year limit imposed on tax-free rollovers.

The Government Accountability Office (GAO) has released updated statistical data on the use of individual retirement accounts (IRAs) among the U.S. work force.

The Internal Revenue Service (IRS) has announced updated Web pages, checklists and fix-it guides to aid employers in operating their plans and correcting mistakes.

Approximately $720 billion in defined contribution (DC) plan assets was eligible for distribution but remained in employer-sponsored plans in 2013, according to a report from Cerulli Associates.

Just 43% of retirement plan participants over age 50 have considered a formal withdrawal strategy for accumulated assets, according to an OneAmerica survey.