IRA Provider Insights

A Study of the Uncashed Retirement Plan Check Dilemma

Posted by InspiraFS on Apr 30, 2014 7:50:00 AM


Former President and Founder of Inspira, Lowell Smith, wrote a fantastic White Paper on what you can do if you have an uncashed retirement plan check and you can't reach the participants. Below is the White Paper Summary and a link to the full White Paper follows.

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Topics: Automatic IRA Rollovers, Retirement, Uncashed Checks

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

2013 IRA Compliance Calendar: Dates to Remember

Posted by InspiraFS on Jan 17, 2013 10:48:36 AM

If you are involved in administering IRA accounts or even have an IRA account, below are some key dates you may want to be aware of:

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Topics: IRA Compliance, Retirement, IRA Assets

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

Inspira honored as one of PA's top Places to Work

Posted by InspiraFS on Dec 5, 2012 9:49:56 AM

Inspira, as part of its parent company ABG Capital, has been recognized as one of the best places to work in Pennsylvania. The company achieved the 14th spot on the list of 71 small and medium employers in the state, according to the 13th annual Best Places to Work in PA awards program.

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Topics: Automatic IRA Rollovers, Financial Services, Best Places to Work, 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

Ascensus, ExpertPlan enter Definitive Merger Agreement

Posted by InspiraFS on Nov 21, 2012 10:12:05 AM

So, Ascensus is acquiring ExpertPlan. In a joint announcement Tuesday evening, the two companies decided to make the day before Thanksgiving an absolute nightmare for ExpertPlan's relationship managers.

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Topics: Automatic IRA Rollovers, Financial Services, Retirement

IRAs Remain Largest Pot of Retirement Assets

Posted by InspiraFS on Nov 20, 2012 11:40:36 AM

IRA assets encompassed 28% of all retirement assets at of the end of the second quarter, according to a November 2012 Investment Company Institute (ICI) research report. The report also noted that assets in IRAs at the end of June 2012 totaled more than $5.1 trillion, a slight drop from $5.2 trillion at the end of the first quarter of 2012, but remain the largest single pot of retirement funds. The entire retirement marketplace was valued at $18.5 trillion.

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Topics: Automatic IRA Rollovers, Financial Services, Investment Research, Retirement, IRA Assets

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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