How Does SECURE 2.0’s Mid-Year Termination of SIMPLE IRAs Work?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Tag: retirement plan rollovers
Benefits |
Paychex Seeks to Move ERISA Case Over Intercepted 401(k) Assets to Federal Court
Paychex plans to fight a New York retirement lawsuit, alleging fiduciary breach in federal court rather than state court.
What Are the Differences Between Plan-to-Plan Transfers and Rollovers?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Interest in Retaining Retiree Assets Has Grown, Highlighting Retirement Income
There is an opportunity for asset managers to focus their distribution of retirement income products, as interest in keeping retired...
Federal Judge Strikes Down DOL Rollover Advice Guidance
A U.S. District Court ruled against Department of Labor interpretation that made rollover recommendations count as fiduciary advice.
Cybersecurity, Preventing Plan Leakage Top of Mind for Sponsors
Retirement plan sponsors shared in a survey the steps they have taken, or plan to take, to reduce plan leakage...
403(b) Account Rollover for Non-Spouse Beneficiary
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Products |
Vanguard to Offer Auto-Portability Solution to 401(k) Plan Clients
The firm is partnering with Retirement Clearinghouse to help plan sponsors simplify small-balance 401(k) rollovers.
Products |
New Firm Ready to Launch 401(k) Account Search and Rollover Solution
Capitalize says its platform supports employers by helping them lower fees paid to administer their 401(k) plans and by freeing...
IRS Issues NPRM for Qualified Plan Loan Offset Amounts
The Tax Cuts and Jobs Act provided for an extension of the period a retirement plan participant has to roll...
IRS Updates Model Rollover Notices to Reflect SECURE Act Changes
The notice also clarifies that plan administrators are not required to provide a Section 402(f) notice to a recipient of...
How the SEC’s Reg BI Will Affect Retirement Plan Sponsors and Participants
While participants will be affected more than sponsors, sources say it is a best practice for sponsors to know when...
Rolling a Roth IRA Into a 403(b) Plan
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Opinions |
Ask the Experts – Can In-Service Distributions Be Rolled Over?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Rollover Rules Between Different Plan Types
Retirement plan sponsors need to understand IRS rules for rollovers and what they should consider before accepting one.
(b)lines Ask the Experts – Can a 401(a) Plan Account be Rolled Into a 403(b) Plan?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Products |
New Service Helps Participants With Distribution Decisions
Edelman Financial Engine's Fiduciary Distribution Review "helps ensure that employees don’t squander their chances of achieving retirement security through poor...
Participants Need More Education About Distribution Options
Forty-two percent of those between the ages of 35 and 65 who left a job where they had money in...
Many Terminated Participants Keeping Retirement Plan Balances Invested
Alight Solutions also found improved savings behaviors in its 2019 Universe Benchmarks report.
Rolling Over Retirement Assets Creates Greater Retirement Income Adequacy
Not rolling defined contribution (DC) plan assets into an IRA or another DC plan has a very material impact on...