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.
BoA ‘401(k) Participant Pulse’ Report to Track Participant Confidence
The new reports from BoA will track 401(k) plan participant confidence to assess what trends are impacting retirement planning and financial wellness
Public Pension Fund Returns Fell in 2022
While public pension fund returns dropped by 3%, the average funded level increased to 77.8%, finds NCPERS
7 in 10 Private-Sector Workers Have Access to Employer-Provided Retirement Plans
New Bureau of Labor Statistics data reaffirms that 48% of private sector workers participated in a defined contribution plan as of March 2022
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