The recently proposed Retirement Simplicity and Clarity Act would expand in-service rollovers to include annuities. In-service rollovers currently provide active employees with the ability to move ...

The 401(k) plan, primarily sponsored by employers, allows employees to save and invest a piece of their paycheck before taxes are taken out. When withdrawals begin, typically in retirement, these ...

If you have a 401(k) account and recently left your job or were laid off, you might be wondering what to do with your retirement investments. But even if you left your employer some time ago and still ...

Even though much of the financial world is now digitized, rolling over your 401(k) still often involves a more complicated process that can’t be done online. Many plans require you to transfer funds ...