Tag: Rollover

Merrill Lynch hosted a Webcast this week called, “It’s Your Future: What Young Americans Need to Know About Retirement,” hosted by former ABC News anchor, Charles Gibson.  

Mid Atlantic Trust Company (MATC) teamed up with Inspira to create an IRA capture solution that enables clients to enter the automatic and voluntary rollover business quickly.

A report from Aon Hewitt suggests that Generation Y workers (ages 18 to 30) may be most at risk for not having enough savings in retirement, despite having...

Plan sponsors who are allowing direct Roth rollovers from 401(k) and 403(b) plans don’t have to worry about mandatory withholding for those “distributions.”

eRollover announced the launch of its new Web site.

Nearly 30% of respondents indicated they failed to rollover their retirement savings into an IRA or new 401(k) because they are unsure about the rollover process according to...

At the PLANADVISER National Conference in Orlando last month, three panelists discussed the retirement plan rollover market, with one saying it’s the perfect place to find “money in motion.”

DWS Investments, the U.S. retail unit of Deutsche Bank’s Asset Management division, has launched DWS Rollover Central, an online resource to help guide retirement plan participants through the...

Research from Spectrem Group found high-balance retirement plan participants aren’t showing much loyalty to their plan providers when rolling over their money.

PenChecks, Inc.'s new Web site is designed to make it easier for retirement plan providers, plan advisers, third-party administrators (TPAs), and plan sponsors to find information about complex...

Wealth Management Systems Inc. (WMSI) has partnered with The Retirement Plan Company LLC (TRPC) to offer its rollover platform through TRPC’s Web site.

While investors demonstrated more knowledge about Roth IRAs than last year, many still do not understand the tax implications of a Roth, according to a Fidelity Investments survey.

Millennium Trust Company announced that J.P. Morgan Retirement Plan Services has chosen Millennium Trust's Automatic Rollover Solution for its clients and the clients' employees.

Inspira, a Pittsburgh‐based provider of turnkey private‐labeled IRA solutions, is joining forces with daily valuation recordkeeping firm RiversEdge Advanced Retirement Solutions.

Through a partnership with Inspira, a provider of private-labeled IRA solutions, Wealth Management Systems, Inc (WMSI) will expand its product offering to include private-labeled IRA Solutions.

A federal district court recently denied class certification in a lawsuit relating to the rollover of funds from 401(k) plans nationwide for which Principal Life Insurance Company provided...

The Internal Revenue Service has ruled that the 60-day rollover requirement is not applicable to a plan distribution check made payable to a second plan's sponsor.

Data from Charles Schwab shows that more people are rolling 401(k) savings into an individual retirement account (IRA) when leaving a job.