Browsing Tag
401(k) Rollover
146 posts
Top Goal of 401(k) Money Movers: Simplify Finances
The top reason investors say they move money from 401(k) plans and other accounts is to “simplify their…
401(k) ‘Decumulation’ Dilemma Could Devastate DC Participants
As an industry, we’ve been great about helping workers accumulate assets. But when it comes to their 401(k)…
12 Reasons NOT to Roll Over a 401(k) to an IRA
American workers often change jobs and must decide what to do with their 401k balances at their prior…
2 in 3 Americans Don’t Know Much About IRAs
Lack of knowledge is the biggest obstacle preventing Americans from investing in an IRA, according to new research…
ICI Defends 401k in Wake of Zweig Attack
Investment Company Institute president and CEO Paul Schott Stevens is taking up the 401k industry flag in responding…
Let It Be: Options to Leave Assets in 401ks Expand
There are a variety of reasons a retiring employee may want to keep assets in their 401k plan…
Single Issue That Can Derail the Best-Laid 401k Plan
[From Issue 1, 2019] It’s silent, monotonous and often overlooked, but it’s something that is accelerating and becoming…
401k 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 401k Auto Portability
Do you have a strong opinion about auto portability? Now’s the time to speak up. The Department of…