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401(k) Research / Tools
937 posts
Participants Increased Savings Despite Uncertainty in 2022
A preview of Vanguard’s upcoming research in June finds participants remained resilient in their retirement savings throughout last year
Corporate Roundup: SPARK Institute Reveals Board-Elects; MSIM Launches ETFs; and More
The SPARK Institute announces new Governing Board members, while Lovell Minnick Partners acquires a retirement services firm, Morgan Stanley Investment Management releases new ETFs, and more
BrightPlan Releases Data-Driven Financial Wellness Platform
The app guides employers throughout different areas of financial wellness, from DEI strategies to retirement support
‘Boomerang Children’ Rarely Influence Parental Retirement
The NBER released a paper studying the effect that adult children have when returning home, finding little research on any lasting impact
Pontera Integrates its 401(k) Management Capabilities into Envestnet’s Ecosystem
As a result, Michelle Richter says rollovers occurring at the time of retirement “a substantially less assured thing”
Broadridge Expands AIF Training to Underrepresented Groups
Along with Broadridge Financial, Envestnet and diversity-tech platform Choir will partner to offer training for 100 financial professionals
Target-Date Contributions Grew Steadily in 2022
Recent analysis from Morningstar finds target-date mutual funds grew 35% since 2021
70% of Advisors Find Inflation is No Match for Small Plan Retirement
New research from Vestwell finds a majority of advisors surveyed said inflation has not impacted retirement for small business plans
HSA Balances Have Grown Since 2020
The average end-of-year HSA balance for 2021 was higher than the beginning of the year, at $3,902 compared to $2,645, finds EBRI
Over Half of Investors Plan to Work in Retirement
Research from the Nationwide Retirement Institute finds investors believe they will need to work during retirement to reach necessary income