Can a Terminated Employee Roll Over Assets To a Sister Company’s Plan?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Tag: 401(k) rollovers
DOL Would Oversee Annuity Sales, Rollovers Under New Proposal
The rule is open for public comment, with legal challenges expected almost immediately.
Rollovers, Investment Menu, Annuity Advice Standards to Be Overhauled in DOL Proposal
The DOL proposal would, under ERISA, assert jurisdiction over annuity sales and IRA rollovers.
New Fiduciary Proposal Could Alter Participant-to-Adviser Relationships
The DOL sent a new fiduciary rule for an interagency review before its publication in the Federal Register.
Overturned DOL Rollover Rule Likely to Be Appealed, Attorney Says
The DOL is expected to appeal a district court’s decision, which could result in the rule being re-instated.
Participants Lack Knowledge About Retirement Plan Rollovers
Forty-two percent don’t even know it is possible to keep assets in a plan once one leaves an employer.