(b)lines Ask the Experts – Rolling Over from One Plan to Another Within a Controlled Group
“I work for a large health care organization that encompasses several subsidiaries that counsel has determined are part of the...
Tag: rollovers
Addressing the Most Serious DC Plan Leakage Problem
Providers, industry groups and regulators agree efforts are needed to reduce defined contribution retirement plan cashouts.
401(k)s Challenging the 3% Auto Enrollment Default Rate
However, the average deferral rate for the plans that T. Rowe Price administers is 7%, well below the recommended 15%.
DOL Rule Could Lead to More Assets Staying in Plans
"The DOL fiduciary rule impacts all qualified assets and will likely have a major impact on the rollover market," says...
Opinions |
Barry’s Pickings Online: Getting Our Priorities Straight
Encouraging terminating participants to leave their assets in the retirement savings system
IRS Issues Final Rules for Allocating After-Tax Amounts in Distributions
The regulations remove the allocation rule for disbursements from designated Roth retirement accounts to multiple destinations.
Rethinking Mandatory Cash-Outs
Automatic roll-ins can supplement automatic enrollment, according to Spencer Williams with Retirement Clearinghouse.
Fiduciary Rule Offers Positives for Retirement Plan Sponsors
Experts say plan sponsors will see an expansion of fiduciary services, and sponsors and participants will be offered more information...
What Plan Sponsors Should Know About the Final Fiduciary Rule
The final rule from the DOL scaled back on some requirements, but left others in place.
(b)lines Ask the Experts – After-Tax Rollover Strategy
“I have read a number of articles lately promoting the benefits of making after-tax contributions to a retirement plan and...
Most Retirees Roll Assets Out of Retirement Plan
More than eight in ten did so with the help of an adviser.
Leakage Is a Serious Problem for 401(k) Plans
Millennials and those with balances lower than $20,000 are at the greatest risk for cashing out.
DST to Acquire Rollover Provider WMSI
WMSI’s suite of services and rollover solutions will be part of DST Retirement Solutions.
Products |
BB&T Retirement Launches Rollover Platform
A new rollover platform from BB&T Retirement features expanded participant servicing capabilities and features.
Products |
Is Auto-Portability the Next Big Thing?
Retirement Clearinghouse has a new approach to stopping plan leakage.
Retirement Plan Rollover Basics
Departing retirement plan participants may wish to roll over their plan assets to another qualified plan or individual retirement account...
After-Tax Accounts As a Path to Roth IRAs for High Earners
A new rule for retirement plan distributions makes way for high earners to get into Roth IRAs.
IRS Provides More Clarity on New Rollover Rule
The IRS has provided answers to questions received about the new single-distribution rule for rollovers from retirement plans.
GAO Recommends Changes to Automatic Cash-Out Rules
The GAO recommends an alternative to rolling over small retirement plan balances to individual retirement accounts (IRAs).
IRS Amends Safe Harbor Explanations for Rollovers
The Internal Revenue Service (IRS) has amended the two safe harbor explanations that can be used to satisfy the requirement...