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ING Announces New Rollover Ability
May 28, 2007 (PLANSPONSOR.com) - ING has announced a change in its Rollover Wizard tool to help employees roll over...
Tag: Retirement Income
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Lincoln Offers Variable Annuity Guaranteed Distribution Option
May 11, 2007 (PLANSPONSOR.com) - Lincoln National Life Insurance Company now offers defined contribution plan participants another distribution method for...
Benefits |
EBRI: Public Sector Pension/Annuity Income Greater than Private
March 29, 2007 (PLANSPONSOR.com) - Fewer Americans age 50 and older received pension/annuity income from a public-sector plan than from...
RolloverSystems Taps new CEO/President
March 28, 2007 (PLANSPONSOR.com) - Charlotte, NC-based RolloverSystems has tapped J. Spencer Williams as President and Chief Executive Officer, effective...
Benefits |
Men Received Greater Pension/Annuity Income than Women in 2005
March 22, 2007 (PLANSPONSOR.com) - Men over 50 years old got a higher average annual pension or annuity income than...
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Mercer Teams with Wealth Management Systems to Enhance Rollover Services
March 14, 2007 (PLANSPONSOR.com) - Mercer HR Services has announced it will use the technology of Wealth Management Systems, Inc....
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Sun Life Annuity Option Allows Income 'Storage'
March 5, 2007 (PLANSPONSOR.com) - The U.S. division of Sun Life Financial has launched Income ON Demand with an Income...
Benefits |
Wealthy Americans Leaving Workplace Retirement Plan Assets Behind
March 2, 2007 (PLANSPONSOR.com) - New research by a Cambridge, Massachusetts-based firm found that a third of affluent Americans have...
DoL Announces New Rule for Distributions to Missing Non-Spouse Beneficiaries
February 15, 2007 (PLANSPONSOR.com) - The U. S. Department of Labor (DOL) has announced an interim final rule requiring the...
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SunGard Connects with WMSI
February 9, 2007 (PLANSPONSOR.com) - SunGard has announced a joint marketing agreement between its ProNvest and Signix business units with...
Products |
WMSI Adds Roth Auto Rollover Capabilities
October 31, 2006 (PLANSPONSOR.com) - Wealth Management Systems Inc. (WMSI) has announced it has upgraded its automatic rollover program to...
Benefits |
Experts Say Danger in Individuals Taking on Too Much Retirement Responsibility
October 12, 2006 (PLANSPONSOR.com) - The US retirement scene has gradually been morphing into one in which defined contribution plans...
Lockheed Cleared of Fiduciary Misstep in Rollover Dispute
August 23, 2006 (PLANSPONSOR.com) - A federal appellate court has cleared Lockheed Martin Energy Systems Inc. (LMES) of wrongdoing in...
Benefits |
EBRI: Spending a Distribution Can Hurt
January 10, 2006 (PLANSPONSOR.com) - Nearly a quarter of those who took a lump-sum distribution from their plan in 2003...
IRS Puts Out Roth IRA Annuity Conversion Guidance
December 28, 2005 (PLANSPONSOR.com) - Federal tax officials on Wednesday released additional guidance on how to figure out the fair...
New US House Bill Pushes Annuities
September 28, 2005 (PLANSPONSOR.com) - Two US House of Representatives lawmakers have introduced a bill encouraging the use of annuities...
Benefits |
Hewitt: K Plan Cashouts Still Common
July 25, 2005 (PLANSPONSOR.com) - A significant number of workers are taking their 401(k) money and running when they leave...
Benefits |
MetLife: Pre-Retirees, Retirees Feeling Financially Comfortable
June 21, 2005 (PLANSPONSOR.com) - While surveys of younger Americans typically find that most feel financially unprepared for retirement, a...
Study: Wirehouses Capture More K Plan Rollover $$$
June 9, 2005 (PLANSPONSOR.com) - Wirehouses are capturing an outsized share of rolled-over K plan assets, a new study showed.
Benefits |
Research Warns about Farmer Retirement Woes
May 6, 2005 (PLANSPONSOR.com) - America's farmers are particularly at risk for hitting their retirement years without enough money and...