Tag: IRA

Benefits | July 28th, 2011

Cerulli Identifies Niche Retirement Market Opportunities

July 28, 2011 (PLANSPONSOR.com) - Cerulli's most recent issue of The Cerulli Edge: Retirement Edition says the primary retirement markets...

Deals and People | June 27th, 2011

Great-West Hires Sam Ghazaleh

June 27, 2011 (PLANSPONSOR.com) - Great-West Life & Annuity Insurance Company announced that Sam Ghazaleh has joined the firm as vice...

Administration | May 24th, 2011

Most IRA Assets in Equities

May 24, 2011 (PLANSPONSOR.com) - New research from the Employee Benefit Research Institute (EBRI) IRA Database finds that almost 40%...

Benefits | May 19th, 2011

FRC Predicts $2T in IRA Rollovers in Coming Years

May 19, 2011 (PLANSPONSOR.com) - The Financial Research Corporation (FRC) estimates that over the next five years, assets in defined...

Benefits | May 17th, 2011

Job Transition Leaves Many With Questions About Balances

May 17, 2011 (PLANSPONSOR.com) – More than a third of participants in a recent Fidelity study who...

Administration | May 11th, 2011

Most Affluent Plan Participants not Completely Satisfied with Provider

May 11, 2011 (PLANSPONSOR.com) - According to a new report released by Cogent Research, less than half of affluent investors...

Benefits | April 15th, 2011

Retirement Plan Market on the Upswing

April 15, 2011 (PLANSPONSOR.com) - Strong performance across all equity sectors coupled with positive returns in the bond markets helped...

Reader Responses | March 17th, 2011

SURVEY SAYS: When Did You Start Saving for Retirement?

March 17, 2011 (PLANSPONSOR.com) - Yesterday we reported on a survey about when respondents in various generations started saving....

Benefits | February 17th, 2011

Fidelity Sees Spike in Roth IRA Conversions

February 17, 2011 (PLANSPONSOR.com) - Fidelity Investments reports that nearly one-third of its Roth IRA Conversions executed across its retail...

Products | December 14th, 2010

Mid Atlantic Trust Company Announces IRA Solution

December 14, 2010 (PLANSPONSOR.com) - Mid Atlantic Trust Company (MATC) has worked with Inspira to create an IRA capture solution...

Benefits | December 6th, 2010

Rollover-Driven IRA Assets Still Growing Strong

December 6, 2010 (PLANSPONSOR.com) – With $4.2 trillion in assets, individual retirement accounts (IRA) accounted for more than one-quarter of...

Compliance | November 23rd, 2010

IRS Provides Guidance on Pre-Approved IRAs

November 23, 2010 (PLANSPONSOR.com) – In Revenue Procedure 2010-48, the Internal Revenue Service (IRS) provides guidance to drafters and users...

Administration | September 21st, 2010

Average IRA Account Balance Put at $54K

September 21, 2010 (PLANSPONSOR.com) – The average IRA account balance in 2008 was $54,863, while the average IRA balance of all...

Products | September 21st, 2010

DWS Announces IRA Rollover Site

September 21, 2010 (PLANSPONSOR.com) – DWS Investments, the U.S. retail unit of Deutsche Bank’s Asset Management division, has launched DWS...

Compliance | September 16th, 2010

Roth 401(k) Provision in Broader Senate Bill

September 16, 2010 (PLANSPONSOR.com) – U.S. Senators on Thursday approved a provision allowing 401(k)s to handle Roth conversions within the...

Benefits | September 8th, 2010

Not Many Know They Can Undo Roth Conversion

September 8, 2010 (PLANSPONSOR.com) - A Fidelity Investments study finds that less than a third (30%) of investors who are...

Compliance | August 11th, 2010

Auto IRA Bill Introduced in the House

August 11, 2010 (PLANSPONSOR.com) – Massachusetts Congressman Richard E. Neal has introduced the Automatic IRA Act of 2010 in the...

Products | May 11th, 2010

WMSI Partners with The Retirement Plan Company

May 11, 2010 (PLANSPONSOR.com) - Wealth Management Systems Inc. (WMSI) has formed a strategic partnership with The Retirement Plan Company...

Benefits | April 28th, 2010

Fidelity Finds Confusion about Roth Conversion Rules

April 28, 2010 (PLANSPONSOR.com) - Fidelity Investments finds that more than half (55%) of newly eligible investors who have old...

Benefits | April 27th, 2010

Poll Finds IRA Funding Drop Off

April 27, 2010 (PLANSPONSOR.com) – A new Putnam Investments survey found 14% of Americans plan to fully fund an IRA...