Tag: individual retirement account (IRA)

How participants deal with their 401(k) assets when they leave a company is under more scrutiny from FINRA, but retirement plan advisers are less likely to be affected...

President Obama raised both hopes and eyebrows when he introduced new proposals for combating America’s retirement crisis during his fifth State of the Union address.

Reviewing firm practices for recommending and marketing individual retirement account (IRA) rollover services will be a 2014 priority for the Financial Industry Regulatory Authority (FINRA).

Millennium Trust Company released a white paper that addresses the growing problem of uncashed checks faced by retirement plan sponsors.

The Internal Revenue Service (IRS) has issued more guidance about in-plan rollovers into Roth accounts.

Many self-employed people expect their savings to fund their retirement—but 40% are not saving regularly and 28% are not saving at all, a survey found.

Research from the Investment Company Institute (ICI) shows a strong majority of Americans owning individual retirement accounts (IRAs) have developed a sophisticated retirement income strategy.

Data from the quarterly Allstate/National Journal Heartland Monitor Poll reveals many Americans are falling behind on key retirement savings goals.

Research from Cerulli Associates, a Boston-based research and analytics firm, shows retirement rollover contributions to individual retirement accounts (IRAs) reached $321 billion during 2012.

Washington’s warning to slash tax-deferral incentives associated with 401(k)s and individual retirement accounts (IRAs) tops advisers’ challenges in 2014, according to Brian Graff, executive director of the American...

Several factors have created a retirement funding gap that is estimated to be as high as $6 trillion, said panelists in a discussion at BlackRock.

Households without employer-sponsored defined contribution (DC) plans or individual retirement accounts (IRA) had lower incomes and paid less taxes than peers with access to such plans, a study...

Never has the industry seen such potential for change, Marcia Wagner, president of The Wagner Law Group, told attendees at the PLANADVISER National Conference in Orlando, Florida.

The Securities and Exchange Commission (SEC) filed a civil injunctive action against Armand R. Franquelin of Ogden, Utah, and Martin A. Pool of Atlanta. 

Roth IRAs skew toward younger contributors, according to a report from the nonpartisan Employee Benefit Research Institute (EBRI).

Roth individual retirement accounts (IRAs) get the most contributions, and IRAs funded by rollovers hold the most money, the Employee Benefit Research Institute (EBRI) found.

How much, and when, to make withdrawals from individual retirement accounts (IRAs) in retirement was studied by the Employee Benefit Research Institute (EBRI).

Wealth Management Systems Inc. introduced a tool to simplify deciding between a traditional and a Roth individual retirement account (IRA) plan.

Financial Engines is expanding its services to include management of Individual Retirement Accounts (IRAs).

President Obama’s proposal to cap individual retirement accounts (IRAs) not only has the potential to affect participants — it could also add administrative work for sponsors and advisers.