Key Takeaways A reintroduced House bill would let employees age 50 and older roll over some or all of their 401(k) savings into an annuity.Financial advisors warn that annuities can be complex, costly ...

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 ...

What Is a Pension Plan Rollover to 401(k)? A pension plan rollover is a process that enables individuals to transfer the assets from their traditional pension plan into another qualified retirement ...

A new report by Capitalize, a tech platform focused on locating and transferring retirement assets, highlights numerous significant hurdles that retirement savers face when attempting to roll over ...

The goal of any retirement savings plan is a long, slow journey upward. Achieving that goal, however, often involves navigating some bumps in the road. An IRA or 401(k) rollover is one of those bumps ...

Mistakes when rolling over your old 401(k) can be expensive and annoying. Sadly, they are surprisingly common. On a happier note, they also are easy to avoid. First, not all 401(k) assets can or ...

When you change employers, you may be required to roll over your 401(k) funds from that employer to another retirement account to avoid any tax penalties. The two most popular rollover options are to ...