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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
December 08, 2004 at 07:00 PM
NU Online News Service, Dec. 8, 2004, 3:49 p.m. EST
More companies have joined a Web-based program that sells individual retirement accounts and other products to workers who are leaving 401(k) plans.[@@]
The companies, New York Life Insurance Company, New York, and American Century Investments, Kansas City, Mo., have signed up to sell products and services through a Web site run by RollOver Systems Inc., Charlotte, N.C.
The RollOver site can help 401(k) plan participants who are leaving their employers transfer 401(k) plan funds to new IRAs in about 15 minutes, RollOver says.
The automated transaction time compares with a typical transaction time of about 8 weeks for workers who complete transfers using the traditional rollover process, the company says.
Companies already selling products through the RollOver site include Fidelity Investments, Boston, and Charles Schwab Corp., San Francisco.
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