List of Companies Offering Pension Lump Sums Grows
The list of companies offering lump sum payments to help manage pension plan liability continues to grow, with Equifax as the latest addition.
Tag: Rollover
New Toolkit Offers Rollover Solution
The 401K Coach released the Fiduciary Advisor’s Rollover Toolkit to provide a solution and formal process for financial advisers to offer rollover IRA services.
Millennium Trust IRA Added to MassMutual Rollover Solutions
Millennium Trust Company’s Savings Plus IRA has been added to MassMutual’s rollover solutions for retirement plan participants and existing individual retirement account (IRA) holders.
Mercer Selects Millennium Trust for IRA Rollover Solution
Mercer's Outsourcing business selected Millennium Trust Co. as the exclusive provider for its clients' automatic IRA distribution needs.
USI Consulting Launches Lifetime Income Solutions
USI Consulting Group announced it is now offering guaranteed lifetime retirement income solutions through Highland Capital Brokerage, Inc.
RSI Launches Rollover Service
RSI’s Retirement Plan DecisionDesk will enable employers to help employees roll their savings from a previous retirement plan into their current plan.
DST and Rollover Platform Form Alliance
DST Retirement Solutions and Wealth Management Systems Inc. (WMSI) formed a partnership to provide expanded rollover service options to DST clients.
PANC 2011: What’s an MEP?
Multiple employer plans (MEPs) can offer a cost-effective solution for companies that want to offer a retirement plan for their employees. How can you incorporate this growing plan...
IMHO: Decision “Points”
I have watched with increasing interest the growing furor over the Department of Labor’s proposed new fiduciary definition.
IMHO: “Fifth” Avenues
The year we began publishing PLANADVISER was a big year in many ways for me.
John Hancock Launches Consolidation Services Group
John Hancock Retirement Income & Rollover Solutions (RIRS) announced the formation of its Consolidation Services group for retirement plan participants.
Great-West Enhancing Distribution Solutions
Great-West Life & Annuity Insurance Company is launching a retirement planning and education program to assist workers when they are eligible to take distributions from their plans at...
beyond (k)
Rollovers – Getting From A to B
Key points in discussing rollovers with plan sponsor clients
FRC Predicts $2T in IRA Rollovers in Coming Years
The Financial Research Corporation (FRC) estimates that over the next five years, assets in defined contribution (DC) plans and IRAs will grow from $9.0 trillion in 2010 to...
Affluent Plan Participants Not Completely Satisfied with Provider
Less than half of affluent investors are completely satisfied with their current employer-sponsored retirement plan provider, according to a new report released by Cogent Research.
Pershing Offers Tips for Capturing Rollovers
Through a new Web site, www.retirementpowerplay.com, Pershing aims to help financial professionals grow their business by targeting “money in motion.”
Firms Offer Services for Trustees of Bankrupt Sponsors
BCG Bankruptcy Retirement Plan Services and Millennium Trust Company have teamed up to offer rollover and termination services for retirement plans of bankrupt employers.
Nearly Half of Advisers Don’t Focus on Rollovers
In its “Advisor Assets in Motion” report, Cogent Research found nearly 50% of advisers are not winning as many rollover assets as they could be.
Distribution Advice Should Not be Prohibited, Group Says
The DC Plan Investment Council is advocating that advice to participants by a plan adviser at the time of a distributable event should not be a prohibited transaction.