The 60-day rollover rule typically kicks in when you transfer money between retirement accounts, but this applies to other types of accounts as well. Not rolling over your account within 60 days of ...

A 403(b) annuity is a type of tax-sheltered retirement plan, often utilized by public schools and certain tax-exempt organizations. Also known as a tax-sheltered annuity (TSA) plan, this retirement ...

The definition of “eligible retirement plan” depends on the plan from which a rollover is made. The availability of rollovers between various types of plans was considerably expanded by EGTRRA 2001.

Preparing for retirement involves a lot of decision-making, and some of it isn’t as glamorous as choosing where to take your first long vacation. One of the biggest decisions you’ll face is what to do ...

A proposed bill would allow workers 50 and older to roll over 401(k) funds into annuities and simplify 401(k) rollover ...

The Department of Labor issued a so-called "fiduciary" rule in April governing advice to retirement investors, such as those in 401(k) plans and individual retirement accounts. Insurance groups sued ...

The Department of Labor issued the final version of its investment advice rule last week, a sweeping change that makes one-time IRA rollover recommendations a clear fiduciary act. It has enormous ...

Experts parse how a retirement participant’s path to making a rollover will be viewed under the final Retirement Security Rule. The retirement security rule, finalized last week by the Department of ...