IRA Provider Insights

Will the President Trump Dodd-Frank?

Posted by Dana Sheehan on Dec 21, 2016 10:57:10 AM

In an effort to grow the economy through pro-business policies, President-elect Donald Trump has promised to pare down big government in favor of fewer regulations. There are many question marks as we roll into 2017, many of which won’t be answered for months to come.

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Topics: Automatic IRA Rollovers, Dodd-Frank, Inspira, Payroll IRAs, Outsourced IRA Recordkeeping

Retirement Plans Require Heavy Security - Are You Up For The Task?

Posted by Dana Sheehan on Jul 27, 2016 1:53:52 PM

The Internet is both beautiful and terrifying. It’s a place that allows anyone to do practically anything - order shoes, buy stocks, plan a vacation, monitor your retirement plan… the list goes on and on. But with this convenience comes risk, and personal information is right in the middle of that target.

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Topics: Automatic IRA Rollovers, Retirement Plans, Payroll IRAs, Outsourced IRA Recordkeeping

New SEC Money Market Funds Reforms

Posted by Dana Sheehan on Jul 13, 2016 10:00:00 AM

Oh, 2008. That was a year. There was quite a financial storm, and the resulting rain is still trickling in. This fall, the U.S. Securities and Exchange Commission (SEC) is putting additional changes to Money Market Funds into effect.

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Topics: Automatic IRA Rollovers, SEC Money Market Fund, Payroll IRAs, Outsourced IRA Recordkeeping

What the Experts Say About Guaranteed Retirement Accounts

Posted by Dana Sheehan on May 18, 2016 10:09:38 AM

It’s an accepted sentiment that Americans as a whole are not saving enough to support themselves in their retirement years. Many experts point to “DIY” savings - namely IRAs and 401(k)s, which require an employer to offer a plan and an employee to elect to contribute to it.

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Topics: Automatic IRA Rollovers, Guaranteed Retirement Accounts, Outsourced IRA Recordkeeping

New Year's Resolution Suggestions for Providers

Posted by Daniel McFarland on Dec 22, 2015 2:30:00 PM

The year is winding down, and it’s out with the old and in with the new! As the New Year approaches, it’s time to roll out your New Year’s resolutions for plan providers. Hopefully they’ll stick unlike the January gym-goers who fizzle out within a few weeks.

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Topics: Automatic IRA Rollovers, Auto-Rollovers, Automatic Rollovers

Making Sense of the Uncashed Check Dilemma

Posted by Daniel McFarland on Dec 9, 2015 10:15:18 AM

Uncashed retirement plan checks have posed a problem for service providers and plans sponsors for years, and still there has yet to be a clear solution from the Department of Labor or the IRS. When retirement plans checks go uncashed, it creates greater liability and additional labor costs for plan sponsors and service providers alike.

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Topics: Automatic IRA Rollovers, Uncategorized, Plan Terminations

Perform Year-End Auto Rollovers with this Timeline

Posted by InspiraFS on Oct 7, 2015 12:35:00 PM

Fall is upon us and the time for your firm to perform year-end Auto Rollovers is swiftly approaching. As the year winds down, it’s easy to get lost in the warm surrounding of a knit sweater and marvelous beauty of the changing leaves of autumn. But wait too long, and what was once the comforting ambiance of fall will turn into a mad scramble to meet year-end deadlines.

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Topics: Automatic IRA Rollovers

4 Reasons Why Auto Rollovers are the Right Choice for Participants

Posted by Cherie Steffen on Apr 30, 2015 10:00:00 AM

A few weeks ago, we discussed why Auto Rollovers are a smart choice for retirement plan sponsors and record keepers alike. But Auto Rollovers are also better for participants, too. Follow along and we’ll give you four reasons why Auto Rollovers are the right choice for participants.

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Topics: Automatic IRA Rollovers

Why Your Firm Should Use Automatic IRA Rollovers

Posted by Cherie Steffen on Mar 3, 2015 10:20:30 AM
Most people do not like headaches. Difficulties surrounding un-cashed checks, lost participants, and fiduciary liabilities and recordkeeping costs concerning terminated employees can cause your head to throb. Why subject yourself to that? As a retirement plan administrator, the stress, the pain, and the annoyance of these headaches can all be prevented by using Automatic IRA Rollovers.
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Topics: Automatic IRA Rollovers

What to look for in an Auto Rollover Provider

Posted by InspiraFS on Nov 24, 2014 1:29:00 PM

So you’ve decided to use Automatic Rollover IRAs to optimize your clients’ plans. Now what? You have choices when selecting an IRA provider, but it can be hard to differentiate between options.

Choosing the right Auto Rollover provider is critical. Once you select a provider, it’s tedious to go back and re-paper your plans. Here are five things to keep in mind while you work through this important decision:

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Topics: Automatic IRA Rollovers

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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