Tag: rollovers

Benefits | April 3rd, 2013

GAO Encourages Easier Plan-to-Plan Rollovers

April 3, 2013 (PLANSPONSOR.com) – The Government Accountability Office (GAO) recommends regulators take certain steps to reduce obstacles and disincentives...

Deals and People | March 13th, 2013

Retirement Clearinghouse Hires Adviser for Consolidating Savings

March 13, 2013 (PLANSPONSOR.com) - Retirement Clearinghouse, LLC (RCH) appointed E. Thomas Johnson Jr. as a senior adviser.

Products | February 26th, 2013

RolloverSystems Rebrands, Expands Services

February 26, 2013 (PLANSPONSOR.com) – RolloverSystems has rebranded to Retirement Clearinghouse (RCH) and is expanding its suite of services.

Opinions | January 25th, 2013

The Increased Availability of Roth In-Plan Conversions

January 25, 2013 (PLANSPONSOR.com) - The American Taxpayer Relief Act of 2012 included a provision liberalizing in-plan Roth conversion rules...

Products | October 25th, 2012

WMSI Acquires Archimedes Systems

October 25, 2012 (PLANSPONSOR.com) - Wealth Management Systems Inc. (WMSI) has acquired Archimedes Systems Inc.

Ask the Experts | July 31st, 2012

(b)lines Ask the Experts – Rollover of Active Accounts from 403(b) to 401(k)

July 31, 2012 (PLANSPONSOR (b)lines) – “Prior to 2009, we maintained two plans: a 403(b) deferral-only plan and a separate...

Products | January 5th, 2012

USI Consulting Launches Lifetime Income Solutions

January 5, 2012 (PLANSPONSOR.com) - USI Consulting Group announced it is now offering guaranteed lifetime retirement income solutions through Highland...

Benefits | December 8th, 2011

Actively-Contacted Participants More Likely to Stay with Providers

December 8, 2011 (PLANSPONSOR.com) – A LIMRA study revealed the importance...

Products | December 7th, 2011

RSI Launches Retirement Plan DecisionDesk

December 7, 2011 (PLANSPONSOR.com) – RSI has launched a roll-in service for retirement plan changes.

Products | June 28th, 2011

John Hancock Launches Consolidation Services Group

June 28, 2011 (PLANSPONSOR.com) - John Hancock Retirement Income & Rollover Solutions (RIRS) has announced the formation of its Consolidation...

Products | April 5th, 2011

Firms Offer Rollover and Termination Solution for Bankrupt Plans

April 5, 2011 (PLANSPONSOR.com) - BCG Bankruptcy Retirement Plan Services, specializing in consultation and administration of retirement plans of bankrupt...

Products | March 28th, 2011

Morningstar Fund Platform Offered to eRollover Members

March 28, 2011 (PLANSPONSOR.com) - eRollover announced it will provide the U.S. open-end mutual fund platform from Morningstar to eRollover...

Products | January 3rd, 2011

Variable Annuity Product Offers ETF Subaccounts

January 3, 2011 (PLANSPONSOR.com) - Western & Southern Financial Group’s member companies have introduced VAROOM -- Variable Annuity for Roll...

Compliance | November 29th, 2010

IRS Offers Roth 401(k), 403(b) Guidance

November 29, 2010 (PLANSPONSOR.com) – On Friday the IRS issued Notice 2010-84, containing guidance for 401(k) and...

Compliance | November 23rd, 2010

IRS: No Mandatory Withholding for In-plan Roth Rollovers

November 23, 2010 (PLANSPONSOR.com) – Plan sponsors who are allowing direct Roth rollovers from 401(k) and 403(b)...

Products | November 15th, 2010

eRollover Announces New Web Site

November 15, 2010 (PLANSPONSOR.com) - eRollover has announced the launch of its new Web site.

Benefits | September 16th, 2010

Spectrem Study Finds Market Opportunity for High-Balance Rollovers

September 16, 2010 (PLANSPONSOR.com) – Research from Spectrem Group finds high-balance retirement plan participants aren’t showing much loyalty to their...

Compliance | June 29th, 2010

Legislation Pending to Permit 401(k) Rollovers to Roths

June 29, 2010 (PLANSPONSOR.com) – A new Senate proposal would allow certain employees to roll over amounts from their (401)k...

Administration | March 17th, 2010

Schwab Sees More Rolling Into IRAs

March 17, 2010 (PLANSPONSOR.com) - Data from Charles Schwab shows that more people are rolling 401(k) savings into...

Deals and People | December 21st, 2009

eRollover Names First CEO

December 21, 2009 (PLANSPONSOR.com) – eRollover, which describes itself as a destination for retirement planning, education and analysis,...

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