Browsing Tag
401(k) Research / Tools
937 posts
Advisors Prioritize Fostering Unified Client Relationships
A higher number of financial planners are focusing on a client-centered approach that includes understanding their values and beliefs
John Hancock Working with MIT AgeLab on Longevity Innovation, Research
Collaboration announced today includes development of first-of-its-kind longevity preparedness index
Financial Instability Hurting Retirement Preparedness
Less than half of workers believe they'll be ready for retirement, according to a new Betterment at Work study
Gen Z 401(k) Balances Spike in Past Year, Fidelity Data Shows
Fidelity Q2 analysis reveals average retirement account balances for 401(k)s, 403(b)s and IRAs all increased by double digits and “401(k) millionaire” ranks swell, thanks to steady contributions and positive market conditions
Employers Taking a More Proactive Approach to Financial Wellness
J.P. Morgan's latest survey finds 85% of plan sponsors feel a strong sense of responsibility towards employees' financial wellbeing
Too Many Low-Income Workers Lack Access to Retirement Plans: EIG
Florida singled out for lack of access in new report finding only 1 in 5 low-income workers participate in 401(k) plans
Americans in High-Cost Cities Could See Smaller Social Security Benefits
A brief by the CRR at Boston College draws on arguments that Americans who live in expensive cities could face smaller Social Security benefits due to the program's formula
U.S. Fund Fees Steadily Declined in 2022
Morningstar finds the asset-weighted average expense ratio of U.S. funds fell from 0.40% in 2021 to 0.37% in 2022
401(k) Balances Up in 2023, But So Are Hardship Withdrawals, Loans
Bank of America's “Participant Pulse” survey reveals average plan balances have increased nearly 10% this year, but hardship distributions and loans are also on the rise
Plan Sponsors Share Most Successful Retirement Savings Strategies
Among the most rewarding strategies included providing access to advice, visual aids, and automatic enrollment, found TIAA