Tag: rollovers

The Pension Benefit Guaranty Corporation (PBGC) is publishing a final rule for transferring defined contribution (DC) plan accounts into a...

September 19, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has provided rules for allocating pre-tax and after-tax amounts among...

August 27, 2014 (PLANSPONSOR.com) - Implementing an automatic rollover program can help retirement plan sponsors establish safe harbor individual retirement...

June 19, 2014 (PLANSPONSOR.com) – BMO Retirement Services lays out four key reasons asset consolidation benefits participants.

April 16, 2014 (PLANSPONSOR.com) – Millennium Trust Company is offering an automated e-signature capability for its service agreement process.

April 11, 2014 (PLANSPONSOR.com) – The Pension Benefit Guaranty Corporation (PBGC) recently proposed rules about the treatment of rollovers from...

April 3, 2014 (PLANSPONSOR.com) - The U.S. Department of the Treasury and the Internal Revenue Service (IRS) have issued guidance...

April 1, 2014 (PLANSPONSOR.com) - The Pension Benefit Guaranty Corporation (PBGC) outlined a proposal it says makes it easier for...

January 9, 2014 (PLANSPONSOR.com) –  Examining how participants decide to leave an employer’s plan after separating and when they begin...

December 20, 2013 (PLANSPONSOR.com) – VALIC, a retirement plan provider for nonprofit institutions, released a plan fee equalization feature within...

December 19, 2013 (PLANSPONSOR.com) - Millennium Trust Company released a white paper that addresses the growing problem of uncashed checks...

July 18, 2013 (PLANSPONSOR.com) – The recent ruling on the Defense of Marriage Act (DOMA) will impact employer-provided benefits in...

June 17, 2013 (PLANSPONSOR.com) – WMSI has launched a new call center platform with expanded capabilities.

May 21, 2013 (PLANSPONSOR.com) – The American Society of Pension Professionals & Actuaries (ASPPA) filed a comment letter with the...

April 9, 2013 (PLANSPONSOR.com) – The Government Accountability Office (GAO) has recommended regulators take certain steps to make plan-to-plan rollovers...

April 8, 2013 (PLANSPONSOR.com) – Retirees who have a positive relationship with their plan provider are more likely to keep...

April 8, 2013 (PLANSPONSOR.com) – Retirees who have a positive relationship with their plan provider are more likely to keep...

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

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

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