With $5.7 trillion in assets and growing, the IRA market is hard to ignore. However, advisors acting as plan fiduciaries have to be more careful — the DOL is taking a much closer look at how clients... Read More
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IRA Rollover
BY Fred Barstein | 10/21/2013
In study about how IRA holders reacted to the Great Recession, the ICI — using data from the IRS and SIFMA — found that traditional IRAs, or those with a consistent balance from 2007-2011, weathered... Read More
BY Fred Barstein | 7/22/2013
Fee disclosure may be ready to hit IRAs. After the recent GAO report that some IRA providers made misleading claims about fees to undercover GAO reps who were posing as people with rollovers, a few... Read More
BY NAPA Net Staff | 5/7/2013
As the job market begins to improve, individuals getting back into the work force are often faced with a question: What should I do with my old 401(k)? The firms that provide the best resources on... Read More
BY NAPA Net Staff | 4/3/2013
Seven out of 30 money management firms encouraged IRA rollovers with misleading statements, according to a GAO report to be released today.The Washington Post’s Michael Fletcher reported Tuesday on... Read More
BY Adam Sokolic | 11/13/2012
We’ve all seen the estimates of the amount of assets that will roll out of qualified retirement plans over the next five years. I’ve seen studies that estimate it as high as $3 trillion. However, the... Read More
BY NAPA Net Staff | 10/31/2012
By John CarlThe ERISA consultants at the Columbia Management Retirement Learning Center Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to... Read More
BY Adam Sokolic | 9/29/2012
Do we really live in the Information Age? I ask because it seems to me the retirement plan industry is a bit behind the curve when it comes to making key information available to those who need it... Read More
BY Adam Sokolic | 7/2/2012
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