Compliance | June 13th, 2014 SCOTUS Rules Inherited IRAs Not Exempt in Bankruptcy June 13, 2014 (PLANSPONSOR.com) – The Supreme Court of the United States (SCOTUS) upheld a lower court’s determination that inherited...
Benefits | May 28th, 2014 EBRI Examines Factors Behind Rollover Decisions May 28, 2014 (PLANSPONSOR.com) – The average retirement plan participant’s decision to leave 401(k) assets in-plan or actuate a distribution...
Benefits | May 22nd, 2014 Roth Growth Far Outpaces Traditional IRAs May 22, 2014 (PLANSPONSOR.com) – Roth IRA balances grew at twice the rate of traditional individual retirement accounts (IRAs) between...
Benefits | April 29th, 2014 Another Quarter of 401(k) Balance Growth April 29, 2014 (PLANSPONSOR.com) – New analysis from Fidelity Investments shows the average balance of its client’s 401(k) accounts reached...
Benefits | February 27th, 2014 Physicians Need a Financial Check-Up February 27, 2014 (PLANSPONSOR.com) – Even with stronger earnings and savings rates than the general working population, an analysis from...
Compliance | January 29th, 2014 Is Obama Taking Right Path to Retirement Security? January 30, 2014 (PLANSPONSOR.com) – President Obama raised both hopes and eyebrows when he introduced new proposals for combating America’s...
Products | January 23rd, 2014 MassMutual Expands Call Center Hours January 23, 2014 (PLANSPONSOR.com) – MassMutual’s retirement services division extended its weekday call center hours to be more accessible to...
Products | January 14th, 2014 Startup Releases Managed Account Solution January 14, 2014 (PLANSPONSOR.com) – CoPiloted, a Boston- and Seattle-based startup, wants to help workers grow 401(k) and individual retirement...
Benefits | January 9th, 2014 At Distribution Time, What Do Participants Do? January 9, 2014 (PLANSPONSOR.com) – Examining how participants decide to leave an employer’s plan after separating and when they begin...
Products | November 22nd, 2013 LPL Adds Rollover Solution to Worksite November 22, 2013 (PLANSPONSOR.com) – LPL Financial LLC added the Millennium Trust Company’s automatic...
Benefits | October 23rd, 2013 How to Make Up a Retirement Savings Shortfall October 23, 2013 (PLANSPONSOR.com) – Employees, especially Baby Boomers, are facing a shortfall when it comes to their retirement savings,...
Compliance | July 31st, 2013 More Regulatory Guidance Expected August 1, 2013 (PLANSPONSOR.com) – Plan sponsors and advisers are awaiting more regulatory guidance about a number of important issues.
Products | June 18th, 2013 Firms Release Managed IRA Service June 18, 2013 (PLANSPONSOR.com) - Inspira and GuidedChoice released Pinnacle IRA powered by GuidedChoice.
Benefits | May 8th, 2013 IRAs, DC Plans Top Retirement Savings Vehicles May 8, 2013 (PLANSPONSOR.com) – Assets in employer-sponsored retirement plans, IRAs, and annuities totaled $19.5 trillion at year-end 2012, up...
Products | May 8th, 2013 Financial Engines Offers IRA Management May 8, 2013 (PLANSPONSOR.com) – Financial Engines is expanding its services to include management of Individual Retirement Accounts (IRAs).
Products | May 1st, 2013 New IRA Is Retirement Plan Option for Small Businesses May 1, 2013 (PLANSPONSOR.com) – Starter(k), a payroll deduction individual retirement account (IRA) for small businesses, has been released.
Benefits | April 10th, 2013 Savings Cap Could Affect Up to 5% of Participants April 10, 2013 (PLANSPONSOR.com) – Published reports indicate President Obama’s 2014 budget proposal will include a cap on retirement savings.
Benefits | April 10th, 2013 Savings Cap Could Affect Up to 5% of Participants April 10, 2013 (PLANSPONSOR.com) – Published reports indicate President Obama’s 2014 budget proposal will include a cap on retirement savings.
Benefits | April 1st, 2013 Many Lack Understanding of IRAs April 1, 2013 (PLANSPONSOR.com) - Nearly half of respondents to a TIAA-CREF survey said they do not understand individual retirement...
Administration | March 29th, 2013 Retirement Assets Reach $19.5T March 29, 2013 (PLANSPONSOR.com) - Total U.S. retirement assets hit a new record high of $19.5 trillion as of December...