Browsing Tag
401(k) Rollover
160 posts
A 401(k) rollover is the process of transferring funds from a 401(k) retirement plan to another tax-advantaged account, such as an IRA or a new employer’s 401(k), typically after a job change or retirement. This move helps preserve tax-deferred growth and avoid early withdrawal penalties. Rollovers can be direct (funds go straight to the new account) or indirect (the participant temporarily receives the funds, with a 60-day deadline to redeposit). Proper rollovers prevent taxes and penalties, and give participants more control over investment choices and account management.
401(k) Participants Do Rollovers Right
A bit of good news about plan participant behavior. New research finds the majority rollover assets from previous…
Lawsuit Seeks to Remove Killer as Victim’s 401k Beneficiary
A shocking and horrific crime was made worse with the news that a murder victim had named her…
DOL Wants Your Opinion on 401(k) Auto Portability
Auto Portability Comments are open—share your views on the DOL’s proposed exemption for 401(k) rollover and retirement savings rules.
Why Are More Job Hoppers Leaving Their 401(k)s With Ex-Employers?
401(k) participants often leave assets with former employers, content with investment performance and in-plan options
Why Partnering With an IRA Rollover Provider is Right for 401(k) Advisors
Year-end planning for business owners includes 401k plan review and amendments. Unresponsive ex-employees create challenges, increase costs.
A Post-Fiduciary Rule Rollover Playbook
401(k) Rollover Fiduciary Rule challenges create doubt. Discover advisor safeguards, strategies, and best practices to protect clients.
A Tale of Two 401(k) Balance Segments
For job-changing 401(k) participants with balances greater than $15,000, it was the spring of financial wellness, as the…
DOL to Determine Auto Portability’s Fate
Research has conclusively demonstrated that retirement savings portability dramatically reduces 401(k) cashout leakage, preserves retirement savings and reduces…
The Missing Piece in 401(k) Retirement Income: Consolidation
As Baby Boomers retire in record numbers, they’re shifting their attention from saving for retirement to the process of…
How Americans Fight for Retirement Security
IRA Rollovers make saving easier by preserving tax advantages, offering more investment options, and boosting retirement security.