Browsing Tag
401(k) Assets
17 posts
401(k) assets are the total funds held within a 401(k) retirement plan, including employee contributions, employer matches, investment earnings, and any rollovers. These assets are invested in options such as mutual funds, stocks, or bonds and grow tax-deferred until withdrawal. They represent the value of a participant’s retirement savings and are protected under federal regulations.
Average 401(k) Balances Back to Reaching Record Highs in Q2: Fidelity
Latest Retirement Trends analysis shows savings rates remain at record levels and balances—along with 401(k) Millionaires—once again reach all-time highs after dipping in Q1
Total U.S. Retirement Assets Down 1.6% in Q1 2025; IRAs Growing Faster than DC
New reports from the Investment Company Institute and Hearts & Wallets put defined contribution assets at $12.2 trillion compared to $16.8 trillion in individual retirement accounts
2024 Growth in Retirement, Wealth Units Help Empower to Record Earnings
Two units grew AUA by 22% and 29% as recordkeeper added 600,000 retirement plan participants last year
401(k) Assets Top $7 Trillion at 2023 Mid-Point
Quarterly ICI data released Thursday shows 4.1% increase during second quarter while total U.S. retirement assets approach $37 trillion
DC Plan Asset Growth in Q1 Outpaces Overall Retirement Asset Gains
ICI data shows defined contribution assets increased 5% during first three months of 2023, compared to a 3.5% rise for total retirement assets
Private Real Estate in DC Plans: The Next 10 Years
Greg Jenkins and Jani Venter outline four reasons why they believe this asset class will continue to make inroads into defined contribution plans over the coming decade
Total Retirement Assets Fell in Q3 2022
Recently published ICI data finds U.S. retirement assets fell 4.5% from the second quarter of 2022
Organic Growth: Empower Adds 925,000 Participants, $100B AUM in Past Year
Company attributes organic retirement plan sales growth to customer service and increased focus on personalization for individuals
Northern Trust Joins the Trillion-Dollar Defined Contribution AUA Club
Another recordkeeper has passed the trillion-dollar milestone in defined contribution assets under custody and administration. New business from…
Empower Tops $1 Trillion in Assets Under Administration
Empower Retirement $1 Trillion milestone marks historic growth, serving 12 million participants and advancing retirement security nationwide.