Browsing Tag
401(k) Rollover
145 posts
5 Misconceptions About Automatic Rollovers
Most agree—automatic rollover programs can help plan sponsors deal with problems associated with small-balance accounts, including: High levels…
Bankrate Users Gain Access to Capitalize 401k Rollover Platform
A new deal announced June 24 opens the door for Bankrate users and members to have direct, complimentary…
Rollover Reckoning: More Money Moving from 401ks to IRAs
Every year, defined contribution (DC) plan participants roll over more than $500 billion into individual retirement accounts (IRAs)…
More Than a Trillion Dollars Stuck in ‘Forgotten’ 401ks
By the end of 2021, there will be an estimated 25 million “forgotten” 401k accounts in the U.S.,…
Investors Actually Do Carefully Consider Fees and Expenses
In something of a surprise, given the perceived ignorance on the part of the general public about investment…
Biden’s ‘Historic’ Spending Plans Could Spur Rush to Roths
There could be a “cause and effect” in play in the retirement market as President Joe Biden unveiled…
Don’t Be an April Fool: Celebrate 4/01k Day Instead
OK, we realize that the Friday after Labor Day is traditionally recognized as National 401k Day, but if…
Retirees Reduce Spending As They Age, New Research Finds
Retiree spending declines annually by 2%, a new white paper finds. Conventional retirement income planning assumes that retirees…
The Stretch IRA Went Away With The SECURE Act—Here Are Other Options
While not its own type of IRA, a stretch IRA had been a go-to strategy for estate planning…
IRS Extends Tax Deadlines, Provides Relief for Texas Storm Victims
The Internal Revenue Service (IRS) announced on Monday that victims of this month’s winter storms in Texas will…