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.
Tag: rollovers
Products |
RolloverSystems Rebrands, Expands Services
February 26, 2013 (PLANSPONSOR.com) – RolloverSystems has rebranded to Retirement Clearinghouse (RCH) and is expanding its suite of services.
Opinions |
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 |
WMSI Acquires Archimedes Systems
October 25, 2012 (PLANSPONSOR.com) - Wealth Management Systems Inc. (WMSI) has acquired Archimedes Systems Inc.
(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 |
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 |
Actively-Contacted Participants More Likely to Stay with Providers
December 8, 2011 (PLANSPONSOR.com) – A LIMRA study revealed the importance...
Products |
RSI Launches Retirement Plan DecisionDesk
December 7, 2011 (PLANSPONSOR.com) – RSI has launched a roll-in service for retirement plan changes.
Products |
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 |
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 |
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 |
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...
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...
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 |
eRollover Announces New Web Site
November 15, 2010 (PLANSPONSOR.com) - eRollover has announced the launch of its new Web site.
Benefits |
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...
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...
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...
eRollover Names First CEO
December 21, 2009 (PLANSPONSOR.com) – eRollover, which describes itself as a destination for retirement planning, education and analysis,...