Browsing Tag
401(k) Research/Tools
949 posts
401(k) research/tools encompass resources and information to help individuals understand, manage, and optimize their 401(k) retirement savings plans. This includes information on plan types, investment options, contribution strategies, tax implications, and withdrawal rules, as well as tools for comparing plans, tracking performance, and projecting retirement income.
CITs to Overtake Mutual Funds as Most Popular Target Date Vehicle Within 2 Years
Morningstar report highlights ongoing adoption of Collective Investment Trusts as plan sponsors’ preferred vehicle
Voya Establishes Advisory Services Solution for Retirement Plan Participants
The solution provides broader access to advice services for participants in Voya-administered retirement plans
One in Five Americans Will Achieve $1.1 Million for Retirement Savings
A Schroders retirement survey reveals that despite more working Americans wanting to reach that million-dollar benchmark, few believe they actually will
Nestimate Debuts Software Solution for In-Plan Guaranteed Income Products
Software billed as giving plan advisors, consultants and sponsors a scalable way to implement lifetime income into retirement plans
Working with an Advisor Boosts Confidence for Women
Women who seek advice from a professional are also likelier to complete retirement planning activities
Pontera Brings 401(k) Management Support to Lion Street
Lion Street’s wealth managers will be able to analyze held-away account fund lineups, review performance and fees, and rebalance accounts with Pontera’s support
‘MPI Stylus Web’ Debuts as 401(k) Analytics, Reporting Tool for Advisors
Plan analysis, monitoring and reporting tool intended to increase retirement plan advisor capabilities and competitiveness
Women’s Retirement Savings Suffer Due to Wage Gap
There are a number of routes employers can take to increase retirement savings and financial wellness among women employees, finds a new report by Guideline
Retirement Plan Coverage to See Massive Growth by 2026
The increase will especially be prevalent among small businesses, predicts a new report by Transamerica
DC Withdrawal Activity Remained Low in 2022: ICI
Research from the Investment Company Institute finds withdrawal and contribution activity remained low in absolute terms throughout last year