Browsing Tag
401(k) Rollover
145 posts
Outdated 401(k) Rollover Processes Challenge, Frustrate Retirement Savers
New data from Capitalize highlights problems including most users being unable to complete a rollover unassisted and nearly half dealing with a paper check
Run on Rollovers in 2024: Cogent Syndicated Report
New study reveals rollover and consolidation activities have accelerated over the past year; outlook for future assets in motion looks promising
The Truth About Old-School Automatic Rollovers
Tom Hawkins explains why new-school automatic rollovers incorporating auto-portability are the future—and why old-school rollovers need to go away
How to Find—And Claim—A Lost 401(k)
With $1.65 trillion in assets floating around in close to 30 million forgotten or left-behind 401(k) accounts in the U.S., here’s the story behind the issue and steps to take to track them down
New Open Portability Network Being Tested by Millennium Trust
Network set to enable auto portability well ahead of Jan. 1, 2024, when auto portability may first be offered under SECURE 2.0
The 401(k) ‘House-Cleaning’ to Come
Tom Hawkins explains why SECURE 2.0’s bump of the automatic rollover threshold from $5,000 to $7,000 is a big win for participants and plan sponsors alike
DOL Abandons Appeal in Florida 401(k) Rollover Ruling
A new fiduciary rule said to be in the works at the Department of Labor might make the decision moot
Millennium Trust Adding Auto Portability to its Automatic IRA Rollover Solution
Ready for client testing in June, the network will be open to clients and other portability networks
Florida Court Strikes Down DOL Rollover Guidance
Verdict delivered Monday expected to be appealed by the Department of Labor; could take years to resolve
Pontera Integrates its 401(k) Management Capabilities into Envestnet’s Ecosystem
As a result, Michelle Richter says rollovers occurring at the time of retirement “a substantially less assured thing”