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.
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
Most Americans Coping with Inflation By Cutting or Halting Retirement Contributions
Allianz Life study shows many are prioritizing present financial needs at the cost of their retirement
Plans Using Custom TDFs Grew Year-Over-Year
New data from DCIIA's Retirement Research Center analyzed the growth of custom TDFs through year-end 2021
IRA Assets Approach $14 Trillion Thanks to 401(k) Rollovers
Cerulli Report attributes individual retirement account asset growth to rollovers from defined contribution plans
Nearly Half of Private Workers Participate in DC Plans: EBRI
EBRI's Retirement Security Research Center breaks down the latest U.S. retirement plan stats in terms of participation and account activities in private DB and DC plans
Americans Score Low on Longevity Literacy
New research from TIAA and the GW School of Business found U.S. adults fell short on basic longevity literacy
5 Key Topics Where Near-Retirees Want More Guidance
Allspring Global Investments’ annual retirement survey finds retirees are doing well, yet opportunities remain for near retirees to seek guidance from advisors and plan sponsors
Employers Yawn at SECURE 2.0 Provisions
New data from Alight found interest in SECURE 2.0 provisions remains fairly low for plan sponsors