Tag: IRA

Products | April 27th, 2010

J.P. Morgan Brings in Millennium for Automatic Rollovers

April 27, 2010 (PLANSPONSOR.com) – Millennium Trust Company announced that J.P. Morgan Retirement Plan Services has chosen Millennium Trust's Automatic Rollover...

Administration | April 26th, 2010

Cogent Finds IRA Assets Surpassed 401(k) Assets

April 26, 2010 (PLANSPONSOR.com) - For the first time since Cogent Research has been tracking investor allocations, it says wealthy...

Products | April 22nd, 2010

New Alliance Centers on IRA Offerings

April 22, 2010 (PLANSPONSOR.com) – Inspira, a Pittsburgh‐based provider of turnkey private‐labeled IRA solutions, is joining forces with daily valuation...

Products | April 14th, 2010

New Alliance Expands WMSI’s IRA Product Offering

April 14, 2010 (PLANSPONSOR.com) - Inspira, a provider of private labeled IRA solutions, has entered into a strategic alliance with...

Benefits | April 7th, 2010

Boomers Don’t See Advantage to Roth Conversion

April 7, 2010 (PLANSPONSOR.com) - A new survey commissioned by financial services company USAA finds more Baby Boomers are aware...

Products | March 23rd, 2010

Putnam Makes Available Roth IRA Conversion Evaluator

March 23, 2010 (PLANSPONSOR.com) - Putnam Investments is making its interactive Roth IRA Conversion Evaluator available to both advisers and...

Products | March 10th, 2010

Schwab Offers Roth IRA Conversion Resources

March 10, 2010 (PLANSPONSOR.com) - Schwab is making additional resources and tools available to investors, independent investment adviser clients, and...

Benefits | March 10th, 2010

Tax Advisers Expect More than a Third of Clients to Convert to Roth IRA

March 10, 2010 (PLANSPONSOR.com) - A Fidelity Investments study finds 40% of investors working with tax advisers are now eligible...

Products | February 23rd, 2010

Schwab Promotes "Easy" IRAs

February 23, 2010 (PLANSPONSOR.com) - Charles Schwab is promoting IRA products that it says are easy to open and fund,...

Products | February 18th, 2010

Web Site Offers Roth Tools for Advisers

February 18, 2010 (PLANSPONSOR.com) - Archimedes Systems, Inc., in partnership with Convergent Retirement Plan Solutions LLC, has launched a new...

Products | February 9th, 2010

WMSI Expands Rollover Service to Include Roth IRAs

February 9, 2010 (PLANSPONSOR.com) - Wealth Management Systems Inc. (WMSI) now offers Roth IRAs to participants rolling over their retirement...

Products | February 9th, 2010

E*Trade Unveils Portfolio Management Tool

February 9, 2010 (PLANSPONSOR.com) – E*Trade has rolled out a new advice solution that it says will “help...

Products | February 4th, 2010

Nuveen Introduces Online Roth Conversion Resources

February 4, 2010 (PLANSPONSOR.com) - Nuveen Investments announced its online 2010 Roth IRA Conversion Center is now available to advisers...

Administration | February 3rd, 2010

Banks Capturing More IRA Rollovers from HNW Clients

February 3, 2010 (PLANSPONSOR.com) – A new research report indicates that banks are capturing more retirement plan rollover assets from...

Products | January 22nd, 2010

Putnam Launches Roth IRA Resource Center

January 22, 2010 (PLANSPONSOR.com) - Putnam Investments has launched a new Roth IRA Conversion Resource Center for financial advisers.

Products | January 6th, 2010

TD AMERITRADE Introduces New Roth IRA Resources

January 6, 2010 (PLANSPONSOR.com) - TD AMERITRADE has unveiled a new series of IRA-focused tools and resources it says are...

Administration | January 4th, 2010

H&R Block to Refund IRA Fees to Settle Lawsuit

January 4, 2010 (PLANSPONSOR.com) - H&R Block Inc will pay as much as $20.2 million to settle a New York...

Benefits | December 31st, 2009

Report Warns of Cost of Roth Conversion

December 30, 2009 (PLANSPONSOR.com) - Converting from a traditional IRA to a Roth IRA may come with a hefty price,...

Products | December 17th, 2009

Wells to Offer Rollover Annuity

December 17, 2009 (PLANSPONSOR.com) – Wells Fargo’s Institutional Retirement and Trust division is offering retirement plan participants institutionally priced annuities...

Benefits | December 9th, 2009

Investors Want More Info before Converting to Roth IRA

December 9, 2009 (PLANSPONSOR.com) – TD AMERITRADE says its recent survey found there is no mad dash by investors to...