IRA Provider Insights

Automatic Rollovers: Good for Business, Good for the Customer

Posted by InspiraFS on May 23, 2013 9:00:24 AM

*Please click here for a PDF copy of this white paper.*

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Topics: 401(k), Retirement

Advisors: Use IRS Form 8955-SSA to your Advantage

Posted by InspiraFS on Feb 7, 2013 11:48:30 AM

While most Plans Sponsors, Third Party Administrators and Record Keepers know about an 8955-SSA, many Advisors aren't aware of one of the most valuable forms/reports/tools to remove terminated retirement plan participants. Simply asking a plan sponsor what they are doing with those names is a great step towards cleaning up a plan to reduce administrative burden and mitigate fiduciary liability.

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Topics: Automatic IRA Rollovers, Financial Services, 401(k), Retirement

Inspira Updates Fund Options in its Auto Rollover House Brand

Posted by InspiraFS on Dec 19, 2012 10:36:00 AM

IRA service provider Inspira announced changes to the mutual fund options in its Total IRA program, utilized primarily for automatic IRA rollovers and plan termination rollovers.

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Topics: Automatic IRA Rollovers, Financial Services, Investment Research, 401(k), Investment Advice, Retirement, IRA Assets

The Fiscal Cliff and Withdrawals from Retirement Plans

Posted by InspiraFS on Dec 12, 2012 9:52:18 AM

With the Fiscal Cliff, particularly as it relates to increases in tax rates, should many Americans take money out of tax-deferred investments by the end of 2012? That is the question many people, particularly those in the upper tax brackets, need to ask themselves and their financial planners.

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Topics: Automatic IRA Rollovers, Financial Services, Investment Research, 401(k), Investment Advice, Fiscal Cliff, Retirement, IRA Assets

Legislators Threaten Existing Retirement System

Posted by InspiraFS on Nov 29, 2012 3:25:38 PM

With an almost insurmountable budget deficit and the threat of increasing almost everyone’s taxes if the “Fiscal Cliff” is not addressed, Congress is looking at all avenues to “grab” revenue. At $18.5 trillion in assets, the retirement plan marketplace looks like a tempting place to start.

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Topics: Automatic IRA Rollovers, Financial Services, Investment Research, 401(k), Retirement

Welcome to Inspira's Blog

- Automatic IRA Rollovers
- Payroll IRA Programs
- IRA Outsourcing

This blog is our attempt to provide useful information on IRA-specific news, as well as interesting commentary on issues facing the retirement industry in general. We hope you find it helpful and informative. Have a topic suggestion? Comment below!

Inspira specializes in:

  • Automatic IRA Rollovers
  • SIMPLE, SEP & Payroll IRAs
  • IRA Outsourcing Solutions

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