Browsing Tag
401(k) Investments
947 posts
The Great Debate: Target Date Funds vs. Managed Accounts
Ron Surz shares key points from this week’s Retireholics “Tall can Talks” debate about which is the better QDIA option
December 9, 2022
Robinhood Retirement: IRA with 1% Match (No Employer Necessary)
Brokerage platform targets gig workers with its first retirement product
December 6, 2022
Talking Crypto with Clients: CFP Board Issues Guidance
The Certified Financial Planner Board of Standards released a new notice on cryptocurrency-related discussions for CFPs
December 5, 2022
Sticking with Stocks: Retirement Savers in 2022
Latest ICI research shows 401k participants remain committed to their asset allocations
November 30, 2022
Self-Directed 401(k)s Take Another Hit in Q3
Charles Schwab report shows average balances down nearly 20% year-over-year while asset allocations and trading remain steady
November 30, 2022
Morningstar Study Analyzes Top Retirement Systems Around the Globe
The recent paper dives into the complexities, nuances, and parallels of eight countries with top-rated retirement planning systems
November 29, 2022
Younger 401(k) Participants Favor Investment in Equities
Joint EBRI/ICI study finds younger investors much more comfortable holding a significant portion of savings in equities than older participants
November 29, 2022
Competing for those 401k Dollars: Rising Consumer Costs
Increasing costs for housing, automobiles and groceries coupled with surges in consumer credit card and student loan debt put increased pressure on 401k participants
November 23, 2022
‘Doomscrolling’ Not Helping Nervous Retirement Investors
Wells Fargo study finds 29% would cash out their 401k or IRA investments to cover immediate expenses if they could do so without tax penalties
November 17, 2022
FTX Fall Reignites Concerns About Crypto in 401ks
Dramatic collapse of the second-biggest crypto exchange has heightened concerns as two platforms have recently made crypto-in-401k investing available
November 15, 2022