Browsing Tag
401(k) Rollover
146 posts
Are You All-In for a 401k Roll-In?
Over the past six years, there’s been a steady drumbeat pointing the way to increased 401k auto portability…
Regulator Galvin Investigates Wells Fargo’s 401k Rollover Recommendations
The hits keep happening. Massachusetts Secretary of Commonwealth William Galvin has opened an investigation into Wells Fargo Advisors,…
Why We Urgently Need a ‘Sustainable’ 401(k) Defined Contribution System
America’s defined contribution system is unsustainable—urgently requiring an upgrade to effectively deliver on its intended goal, which is…
What Happened With IRA Balances, Contributions, Allocations and Withdrawals?
The Employee Benefit Research Institute is out with its latest measure of IRA account balances, contributions, withdrawals and…
‘Missing’ 401k Participants Get Some Serious Help
A highly-mobile workforce and a lack of retirement plan portability mean more abandoned 401ks, and now the Pension…
401k Rollovers Roll On, Despite Fiduciary Rule
It appears the fiduciary rule hasn’t dampened 401k-to-IRA rollovers as much as once thought. In mid-2017, over half…
3 Fiduciary Issues to Consider if You Advise on IRAs
According to the Investment Company Institute, at the end of the first quarter of 2017, assets in IRAs…
The ‘Problem’ of Small 401(k) Accounts (And What to Do About It)
It’s generally accepted that the small-balance accounts of terminated 401(k) plan participants are a problem. For plan sponsors,…
What Does the Fiduciary Rule Mean for 401k Creditor Protection?
Is it important to factor in safety from creditors during a 401k rollover? How safe was the money…
How to Save Time Comparing 401k Rollover Fees
The size and viability of the 401k rollover market is as confusing as ever, especially considering the on-again/off-again…