Browsing Tag
401(k) Rollover
146 posts
401k Fundamentals: When and Why to Convert to a Roth IRA
When to convert to a Roth IRA (if at all)? It’s an age old question akin to “Who’s…
Half of IRA Rollover Assets ‘At-Risk’ Post-DOL Fiduciary Rule
The DOL’s fiduciary rule will lead to fewer rollovers from 401(k)s. However, the influence of existing advisor relationships,…
IRS Details Waiver of 60-Day 401k Rollover Rule
IRS and helpfully—call it the Seventh Sign of the Apocalypse. The IRS has “helpfully” detailed a self-certification procedure…
A New Set of 401k Best Practices for IRA Rollovers
Since the turn of the century, the financial industry has adapted to demographic and social changes, technological advances,…
Jim Cramer’s Bad Take on 401(k)s — Again
Anything 401(k) related—lawsuits, rollovers, demographics, auto this and that—is sure to get attention, and CNBC deemed it necessary…
Disney Sued as 401k Returns Magically Disappear
Oh, come on! Now they’re going after Mickey? “The Happiest Place on Earth” is a little sadder today with…
401(k) Providers Struggle with Retirement Income Products
Retirement income products within 401(k) plans just aren’t up to snuff, according to new research from Cerulli Associates.…
What’s More Important than 401(k) Fund Performance?
Lower fees continue to dominate 401(k) industry discussion, and now 401(k) plan sponsors are consolidating the number of…
So, You Inherited A 401(k)… Now What?
Plan sponsors often educate plan participants about the importance of beneficiary designations. It is equally important to help…
Bad news for 401(k) Advisors and IRA Rollovers?
A constant question of late—how will the DOL’s fiduciary rule affect the IRA rollover? Will more occur? Less?…