401(k) Plans: Rollover Challenges and Fee Considerations

Rudolph Graham (Editor)

Series: Retirement Issues, Plans and Lifestyles
BISAC: BUS050040



Volume 10

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Special issue: Resilience in breaking the cycle of children’s environmental health disparities
Edited by I Leslie Rubin, Robert J Geller, Abby Mutic, Benjamin A Gitterman, Nathan Mutic, Wayne Garfinkel, Claire D Coles, Kurt Martinuzzi, and Joav Merrick


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401(k) plan participants separating from their employers must decide what to do with their plan savings. Many roll over their plan savings to IRAs. As GAO previously reported, there is concern that participants may be encouraged to choose rollovers to IRAs in lieu of options that could be more in their interests. This book identifies challenges separating plan participants may face in implementing rollovers; obtaining clear information about which option to choose; and understanding distribution options.
(Imprint: Novinka)


401(k) Plans: Labor and IRS Could Improve the Rollover Process for Participants
(United States Government Accountability Office)

A Look at 401(k) Plan Fees
(Employee Benefits Security Administration)


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