Browsing Tag
401(k) Assets
16 posts
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 announced today that the company’s assets under administration passed a major milestone on Jan. 31, 2020,…
Risk to 401k Participants: 2 in 3 Bankruptcies Due to Medical Bills
New data from a Consumer Bankruptcy Project (CBP) study published in the American Journal of Public Health shows…