Retirement Plans - Rollover Services

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• Maxing Out Retirement Contributions

  Yahoo! Finance - 06/18/2013
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  I can't find any information on the total that I can contribute to a 401(k) and an IRA. Can I contribute the maximum to both of these plans? What happens the year...

• WMSI Launches Next Generation Call Center Platform Expanding Participant Servicing Capabilities & Key Features

  PRWeb - 06/17/2013
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  Utilizing WMSI's web based call center platform, clients can create a centralized system that can be easily accessed by call center representatives in multiple locations and benefit from straight through processing efficiencies for multiple transaction types. Unlike traditional CRM systems, the WMSI platform is designed specifically for...

• Proposal would increase New Ulm firefighter pensions

  KEYC TV - 06/16/2013
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  A proposal is coming before the New Ulm City Council that would increase the pension levels of firefighters. A proposal is coming before the New Ulm City Council that would increase the pension levels of firefighters. It's been a busy afternoon in Mankato for first responders as multiple accidents occurred in the area. The first one...

• IRA Financial Group Announces the Expansion of its Self-Directed IRA...

  PRWeb - 06/15/2013
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  IRA Financial Group, the leading provider of “checkbook control” self-directed IRA LLC solutions announces the expansion of its self directed IRA rollover department by 30%. Due to the strong demand for the self-directed IRA LLC structure in the first half of 2013, IRA Financial Group has expanded its IRA rollover department by 30%.

• Change jobs, get poor 401(k) help

  CNN Money - 06/14/2013
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  New job? Take your 401(k) provider's rollover advice with a grain of salt. The 401(k) provider at your next workplace may not give you the best advice on rollovers, judging from a recent report by the...

• 401(k) funds left behind aren't forgotten

  Business Management Daily - 06/14/2013
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  Q. My wife quit her job years ago, but she hasn't moved her 401(k) funds. Is this a problem? R.B., Nazareth, Pa. A. Not from a tax perspective. In fact, if there are no concerns about accessibility to...

• NAFCU offers webcast for IRA compliance guidance

  Bank Credit News - 06/14/2013
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  A webcast on Wednesday from the National Association of Federal Credit Unions gave credit union personnel an opportunity to learn about Individual Retirement Account rules. Paul Kern of Ascensus, a NAFCU...

• Cash-balance plans grow, 401(k)s shrink

  Marketwatch.com - 06/13/2013
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  MarketWatch retirement columnist Robert Powell wrote last month about the surging popularity of cash-balance pension plans as a retirement savings option. Those plans, which...

• Friends Life Develops Annuities Management Platform Based on FICO Decision Management Technology

  PR Newswire - 06/12/2013
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  LONDON, June 12, 2013 /PRNewswire/ -- FICO (NYSE: FICO ), the leading provider of analytics and decision management technology, today announced that the UK insurer Friends Life is using FICO® Blaze Advisor® business rules management platform to develop an annuities management system to help ensure customers receive the right annuity at retirement. Friends Life is using the FICO...

• Exceptions to the 401(k) rule

  Philly.com - 06/11/2013
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  D EAR HARRY: My wife and I have been pretty frugal all our lives. Neither of us ever earned much money, so we had to watch our pennies. I am now 69 and my wife is 68. She retired last year as a result of an injury. I intend...