Browsing Tag
401(k) Rollover
146 posts
401k Rollovers, Not Contributions, Dominate IRA Assets
“Nearly 8 trillion dollars sits in Individual Retirement Accounts, or IRAs. This is nearly half of all the value held…
401k Rollovers: Hot or Not?
The retirement plan industry loves a good trend. Recent predictions had retiring baby boomers displacing a massive (and…
Who Wins With 401(k) Auto Portability?
Auto portability is the routine, standardized and automated movement of an inactive participant’s retirement account from a former…
IRAs Work—Americans Should Use Them
The rollover market’s size (and opportunity) got another boost Wednesday with the release of two reports. They found…
How to Document ‘Best interest’ in 401k Rollovers
Effective June 9, 2017, financial advisors who provide investment advice to retirement plan participants must adhere to the…
Fred Reish Gets Real With Retirement Plan Rollovers
[Update: News comes at us fast. Hours after posting the piece, the Department of Labor and Secretary Acosta…
Shocker! (Not): 401k Participants Want Help With Rollovers
This shouldn’t be news for 401k advisors, but it is—401k participants want help with rollovers. In fact, eight in…
Tick Tock: Introducing The Retirement Savings ‘Cash-Out Clock’
In 1989, New York real estate developer Seymour Durst wanted to highlight America’s rising national debt, and came…
Why Retirement Savings Need to Be ‘Recycled’
Another Earth Day has come and gone, and we’re once again reminded of the need to protect our…
Roth Versus Traditional IRA: Who Wins EVERY Time?
Apparently, it’s not even close. NerdWallet’s Arielle O’Shea writes up the results of their latest research and finds…