Browsing Tag
401(k) Rollover
146 posts
Stealth Solution to America’s 401k Savings ‘Crisis?’
The fiduciary rule from the Department of Labor has (obviously) been highly-visible over the past year, presenting major…
Big Changes Coming for Small 401k Accounts
Important changes are now making their way to small 401k accounts, left behind by separated participants with balances…
How 401(k) Advisors Protect Themselves from Risk
Under the pending DOL fiduciary rule, any perceived recommendation for how to treat money rolling out of a…
Where is IRA Rollover Money Going?
Over two-thirds of advisors (67 percent) funnel rollover money to a wrap/managed solution, according to IRA rollover data…
Good Intentions, Bad Outcomes For Small 401ks
On February 3, 2017 the U.S. Chamber of Commerce released “Securing America’s Retirement,” their legislative road-map aimed at…
What Will Happen With Advisor 401(k) Rollover Recommendations?
Fact: 62 percent of advisors recommend rolling assets into their own solution; 14 percent recommend the money stays…
What’s the Next Step in 401(k) Plan Design?
401(k) retirement plan features—from automatic enrollment to automatic escalation to automatic investment—have made it easier for employees to…
Has the DOL Rule Really Changed 401k Rollovers?
The Department of Labor’s final fiduciary rule applies to rollover, transfer and distribution recommendations made by financial professionals…
401k-to-IRA Rollovers Show Little Sign of Slowing
Questions about the effect the Department of Labor’s fiduciary rule will have on 401k-to-IRA rollovers appeared to have…
401k-to-IRA Rollover Drought?
(From Issue 4, 2016) Tsunami, cyclone, hurricane, wave—pick a meteorological metaphor, but it was only last year that…