Browsing Tag
401(k) Best Practices
837 posts
A Smart Retirement Strategy for Business Owners Using Cash Balance Plans
How is a cash balance retirement plan like a Kardashian? Everybody’s talking about them, and nobody seems to…
Due to Inflation, Workers Question Values When Financial Planning
Thrivent finds workers are at a crossroads between their financial savings and personal values
With ‘Peak 65’ Nearing, More Advisors Consider Annuities
New RetireOne and Allianz Life survey finds that more Baby Boomers cite concerns with inflation and market volatility on their retirement savings
Participants Wing Retirement Saving Goals
Data from Escalent found 40% of participants admit to calculating their retirement savings off the top of their head
Diverse Investors Lean on Financial Advice
Despite the increased use in financial advice among Black and Hispanic investors, Allianz Life notes advisors can do more to help diverse workers
Spending Spikes Linked to 401(k) Plan Withdrawals
A report by EBRI and J.P. Morgan Asset Management links 401(k) plan data with consumer banking data to understand how participants react to irregular spending
DC Employers Increasingly Offer Retirement Income Solutions
More DC plan sponsors are evolving from an exploratory to a decision-oriented position when it comes to incorporating retirement income solutions, finds T. Rowe Price
4 Key Findings from Fidelity’s Plan Sponsor Attitudes Survey
What percentage of plan sponsors are looking to change advisors, CIT use increasing, plan design tweaks; what sponsors value most from advisors and more from the comprehensive annual study
Longevity Planning Across Generations
A new study from Transamerica and MIT AgeLab compares how different age groups are planning their longevity, and how financial professionals can help
Pfau and Murguia’s RISA Gets Boost with CreativeOne Deal
Recently announced strategic partnership gives CreativeOne advisors access to the Retirement Income Style Awareness profile