Browsing Tag
401(k) Best Practices
836 posts
59% of Advisors Do Not Rollover Clients’ 401(k)s to IRAs
Pontera finding cited better 401(k) plan benefits as a reason for not rolling the account to an IRA
More Investors Shift Focus Back to Long-Term Planning
Research from Betterment finds investors may be shifting their attention back to retirement planning and emergency savings
Concerned Over Investment Protection, Retirees Look to Lifetime Income
Global Atlantic Financial Group found 70% of retirement age investors have spoken to financial professionals about conservative asset allocations
DC Savings and Investing Collectively Dropped in 2022
Savings and investing within defined contribution plans fell last year, but Alight research argues the drops weren't as devastating as initially thought
Vestwell Grows MEP and PEP Capabilities
The firm provides a fully digital plan setup and onboarding process for advisors and TPAs to manage and scale multiple plans simultaneously
Guaranteed Lifetime Income Solutions May Grow Retirement Spending Power
A new report by the Bipartisan Policy Center and BlackRock found that adding guaranteed lifetime income generates 29% more annual spending ability
Investors Exceedingly Hire Advisors for Emotional Reasons
A Morningstar survey looks at the behavioral component surrounding investor and advisor relationships
Investors Are Optimistically Numb to the Market
While 68% are optimistic on their finances today, a survey from Natixis warns of a shift that can uncover gaps in investment knowledge
Most Pre-Retirees Cite Inflation for Retirement Delay
Nationwide's Advisor Authority survey found 60% of pre-retirees say inflation is the reason for postponing retirement
Close to Half of Workers Unaware of Annuities
Four in 10 adults do not know what an annuity is, according to findings from USAA Life Insurance company