This is just the beginning! Our collection holds over 300 years of history, including rare newspapers, obituaries, marriage records, birth records, and so much more—most of which you won’t find anywhere else!
Rollover decisions reshape the IRA landscape in 1975 to 2017
The piece traces ERISA’s DB plan decline, the 1975 IRA birth, and a surge in rollovers. It cites Cerulli on 2012 and 2017 projections, notes adviser influence in IRA rollovers, FINRA guidance, and urges fiduciary advisers with extensive experience. Greg Roberts is cited as a CPA.
MENTIONED IN THIS ARTICLE
Atlanta
ERISA
IRS
U.S
Cerulli Associates
SEC
Financial Industry Regulatory Authority
Labor Department
Government Accounting Office
FINRA