Rollover and Transfer Options. You can roll over funds in your governmental 457(b) plan to a Roth IRA (but not into a Roth 401[k]), 401(k), 403(b), or another 457 governmental plan.

But now, that trend may be reversing, she added. Some 42% of defined contribution plan participants stayed invested in their plan three years after retirement, J.P. Morgan found in a recent study.

New House bill brings ‘simplification and clarity’ to retirement plan rollovers. The Retirement Simplification and Clarity Act, which would provide pre-retirees with a more streamlined process ...

IRS allows self-certification for late rollovers of retirement plan funds. A new procedure for claiming a waiver of the 60-day deadline enables an account trustee to accept the rollover. By Sally P.

Rollovers from employer-sponsored retirement plans funded the vast majority of inflows to traditional individual retirement accounts, the Congressional Research Service has reported. Some 30.1% of U.S ...

You have several options to minimize tax liability on 401(k) withdrawals. However, if you plan to make a withdrawal, you will likely be forced to execute a rollover of the entire balance.

The IRS in April issued two notices that provide some long awaited guidance related to retirement plan administration. One addresses treatment of same-sex marriages after the Supreme Court ruling in ...

The DOL likely would have jurisdiction over a rollover originating from a qualified plan, as well as IRA to plan “roll-ins,” since those do involve plans governed by the Employee Retirement Income ...

Some of the pros of doing rollovers from the TSP are that the assets are “easier to organize, consolidate, and aggregate with other retirement accounts,” said Stacy Miller, founder of BayView ...