Tag: Rollover

Keane Retirement Services announced it is partnering with rollover provider Wealth Management Systems Inc. (WMSI) to offer an automated service for plan terminations and missing participant resolution.

When changing jobs, participants with higher account balances are more likely to roll money from a lump-sum distribution into another tax-qualified account.

Rollover platform provider RolloverSystems Inc. has published a best practices guide for plan sponsors who are contemplating a 401(k) plan termination.

More workers are rolling over retirement assets when they change jobs than in past years, according to a study by the Employee Benefit Research Institute (EBRI).

A new report indicates that rollovers are a growing share of adviser businesses, even as they use it as an opportunity to reach beyond the initial rollover “event″.

What do terminated participants and under-inflated car tires have in common?

It’s painful to watch a friend make a life-altering mistake.

As U.S. workers continue to change jobs at an unprecedented rate (experts say it’s now up to 20 percent annually), the retirement accounts they leave behind with previous...

A new study finds growth in individual retirement accounts (IRAs) continues to be fueled by rollovers from employer retirement plans – about $200 billion annually – with new...

When communicating with retiring employees to review their retirement benefits, half of plan sponsors surveyed use a one-on-one meeting with a financial professional.

Advisers focusing on capturing rollover assets from the 401(k) market can look to three areas: the roll-in, the rollover and the roll-on.

Recent studies indicate that more than half of participants spend at least some of their retirement savings well before that date.