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.
401(k) Plan Fees Declining, But Small Plans Still Pay More
Just-released 23rd edition of the 401k Averages Book provides non-biased, comparative 401(k) average cost information
Fintech Company Arnie Aims to Promote the Modern 401(k)
Arnie looks to encourage flexibility and customization with their 401(k) portfolios
Higher Default Savings Rates Lead to More Retirement Contributions
Recent findings by industry leaders David Blanchett, Michael Finke, and Zhikun Liu explore the relationship between default savings rates and investment decisions
Nearly Half of U.S. Workers Are Financially Unstable: Edward Jones
While almost all Americans believe financial wellness to be important, 43% said they feel financially unstable
Global Pension Assets Record Biggest Fall Since 2008
Research from WTW and the Thinking Ahead Institute found global pension assets fell 16.7% in 2022
CITs Dominate Mutual Funds on Target Date Assets for 2022
Recent findings by Sway Research expects CIT TDFs to overtake mutual fund TDFs by the end of the year
U.S. Economy Heading Towards Recession: Natixis
New research from Natixis Investment Managers finds the U.S. is either moving into a recession, or may already be in one
Market Fears Can Spur Investor-Advisor Relationships
With many fearing an incoming recession, investors and advisors can utilize this time to prepare a plan for short- and long-term savings needs
Pandemic Pushes Planned Retirement Age by 3 Years: Franklin Templeton
New “Voice of the American Worker” study blames pandemic, inflation and uncertain economy for pushing age Americans plan to retire from 62 to 65
More Women Concerned on Ability to Retire than Men
A Mercer study finds the ability to retire is the second-highest concern from women, compared to placing fifth for men