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Posted today (3 hours ago)
Excerpt: "Any amount converted from a 401(k) or a non-Roth IRA to a Roth IRA is treated as a distribution from the 401(k) or non-Roth IRA and converted to the Roth IRA, said Sonzogni. The conversion from a traditional 401(k) or individual retirement plan to a Roth IRA is included in gross income to the extent of the value of the converted assets is in excess of after-tax contributions. The same holds true for conversions from 403(b) or 457 plans." (New Jersey On-Line LLC)
Tags:   retirement plan types
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Posted today (6 hours ago)
Most actively traded companies on the TSX, TSX Venture Exchange marketsThe Canadian PressManulife's subsidiary John Hancock Financial Network announced Thursday that it plans to expand in the US retirement planning marketplace. ...and more »
Tags:   retirement vendors
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Posted today (6 hours ago)
Self-directed Ira/401k Fees -- What Gives?! It is fair to say that any of us, regardless of what we do for a living, need and should be.
Tags:   retirement blogs
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Posted today (6 hours ago)
US court rules against MetLife in benefits caseChiropractic EconomicsThe Employee Retirement Income Security Act permits a person denied benefits under an employee benefit plan to challenge the denial in federal court. ...
Tags:   retirement vendors
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Posted today (7 hours ago)
The real scandal on Capitol Hill isn't bankrolling corrupt candidates but creating "fake citizens lobbies" that convinces elected officials to vote the wrong way.
Tags:   retirement blogs
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Posted today (8 hours ago)
A 401k retirement plan offers a number of advantages that make it one of the best ways of preparing financially for your retirement. A 401k retirement plan.
Tags:   retirement blogs
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Posted today (8 hours ago)
Excerpt: "The proposed settlement, which must be approved by U.S. District Judge Stephen J. Murphy III in Detroit, will provide free financial advice for four years to hourly and salaried retirees and employees who invested in Ford stock since April 2000." (www.STLtoday.com)
Tags:   retirement
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Posted today (9 hours ago)
Court rules on ERISA conflict-of-interest discovery rightsBusiness InsuranceMs. Murphy, a tax firm director for Deloitte enrolled in the plan, argued that New York-based MetLife had a dual-role conflict of interest. ...
Tags:   retirement vendors
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Posted today
Excerpt: "Two members of the President's Economic Advisory Board, Martin Feldstein and Laura Tyson have joined a number of others on both sides of the ideological divide to endorse the Automatic IRA. Combined with the Board's two recommendations, the Automatic IRA and a refundable savers' credit will enable many more Americans to build retirement security." (Brookings Institution)
Tags:   retirement plan types
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Posted today
Excerpt: "At issue is a regulatory environment that has lagged the changes in the marketplace. The current defining fiduciary standard was developed by [DOL] in 1975 shortly after the passage of [ERISA]. Since then, the retirement plan landscape and the needs of plan sponsors have changed dramatically." (Finance Behavior)
Tags:   retirement plan types
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Posted today
Learn how to save money on affordable Term Life Insurance, how to Invest for Retirement, how 401k's & IRA's work, and how to protect your savings with an Annuity. Financial Services: Life Insurance |Investments |401k/IRA |Annuity… ...
Tags:   retirement blogs
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Posted today
International Tennis Hall of Fame Announces New DirectorsTheSportsCampus.comWill Prest is chief marketing officer and head of business development for Transamerica Retirement Management, Inc. (TRM), where he has steered the ...
Tags:   retirement vendors
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Posted today
Providence JournalJohn Kostrzewa: Tapping 401(k) should be last resort for struggling workersProvidence JournalIn fact, loans from the retirement accounts managed by Fidelity reached a 10-year high in the second quarter. During the last 12 months, 11 percent of ...
Tags:   retirement vendors
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Posted today
Excerpt: "Information about plan funded status, contribution trends, potential withdrawal liability, 'warning zone' status and funding improvement or rehabilitation plans is intended to help financial statement users assess the risks the employer faces." (Mercer LLC)
Tags:   retirement
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Posted today
Seasonality of the Market and Your 401(k). September 10, 2010. The stock market has a seasonality to it that I have tried to describe over the last few weeks. I thought that it would be helpful to go into more detail. ...
Tags:   retirement blogs
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Posted today
Excerpt: "Simplifying regulation of retirement plans, consolidating rules for different types of individual-account plans, and improving savings incentives are among the proposals outlined in a new presidential advisory board report." (Mercer LLC)
Tags:   retirement plan types
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Posted today
Health reform has many employers stretched to try to meet all of the requirements applicable for the first plan year beginning on or after Sept. 23, 2010. One of the many difficulties faced by employers is determining what constitutes an...
Tags:   retirement blogs
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Posted today
Excerpt: "The [target page] is an overview of the top benefits issues that employers should consider." (Proskauer Rose LLP)
Tags:   retirement
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Posted today
Excerpt: "Some 72% of employers in a recent poll have adopted auto plan features, with 51% using auto enrollment and 71% deferring participants into a target-date fund." (PLANSPONSOR.com)
Tags:   retirement plan types
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Posted today (2 hours ago)
MetLife to Hold 2010 Tokyo Investor ConferenceMarketWatch (press release)... as group insurance and retirement & savings products and services to corporations and other institutions. For more information, visit www.metlife.com. ...and more »
Tags:   retirement vendors
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Posted today (4 hours ago)
Everyone has a 401k and everyone seems to follow the basic 401k tips which tell them to to invest all their money into the plan for the long term and hope for the best. But, that is as far as most people go. They do not take the time to ...
Tags:   retirement blogs
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Posted today (4 hours ago)
HALL v. TYCO INTERNATIONAL LTD.Leagle.comIn this regard, Plaintiff does not dispute that Defendants had a right to switch the RSIP from Vanguard to Fidelity. Plaintiff nevertheless contends that in ...and more »
Tags:   retirement vendors
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Posted today (5 hours ago)
To clarify a little bit more, I've capped out my 401k contribution for the year, and I'd like to continue to contribute to my retirement, but my total income will exceed the income limits for the Roth IRA (including my 401k money). ...
Tags:   retirement blogs
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Posted today (6 hours ago)
Grandparents come to economic rescue of familyCincinnati.comNearly two-thirds of grandparents have helped out their grandchildren financially in the last five years, a 26 percent increase, according to a MetLife ...and more »
Tags:   retirement vendors
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Posted today (7 hours ago)
New York PostBlock for saleNew York PostThe building is the city's second-largest in terms of square footage after the MetLife Building, which has 3.1 million square feet. ...
Tags:   retirement vendors
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