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.
Health Care and Living Costs Among Top Concerns for Retirement Savers: Smart
Smart findings show over half of respondents are worried about health care spending and day-to-day living costs in retirement
Pontera and AssetBook Collaborate on Retirement Portfolio Management Support
The partnership between Pontera and AssetBook allows advisors to view, monitor, report and bill on 401(k), 403(b), and other held-away assets
5 Notable Participant Behaviors Identified in T. Rowe Price 401(k) Report
While participants have largely stayed the course amid inflation and market volatility, there are some interesting traits from report released today
As Inflation Continues, Workers Look for ‘Care’ in Employee Benefits
New MetLife research shows how the market environment, along with a lack of benefits, is affecting employee financial wellness
More Employer Plans Attract and Retain Workers with Design
In an effort to keep employees in the workforce, plan sponsors are implementing key plan designs like automatic enrollment and matching contributions
Gender Pay Gap Affects Women’s Retirement Savings
T. Rowe Price research shows women had much lower retirement account balances than men, likely attributed to the gender pay gap and other inequalities
Self-Directed 401(k)s Also Fell 20% in 2022, Schwab Report Shows
Latest SDBA Indicators Report shows a modest 2.45% gain in Q4
Over Half of DC Investors Lack Longevity Literacy: Nuveen
Nuveen research fields responses from DC participants on longevity literacy and ESG investments
TDFs Remain Trendy Across DC Plans
Almost all plan sponsors offer the investment and close to half of total plan assets are invested in TDFs, finds NEPC research
Candidly Raises $20.5 Million in Funding
The student debt platform helps its users pay down student debt while optimizing retirement and emergency savings