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.
Institutional Investors Predict ‘Inevitable’ Recession for 2023
A Natixis Investment Managers survey found a heavy majority of institutions are bracing themselves for a recession in the new year
More Women Report Losing Half of Income During Retirement
Only 20% of women surveyed in a Goldman Sachs Asset Management study reported reaching 70% of their pre-retirement income
Employers Prioritize 401(k) Design for Recruitment and Retention
New research from Morgan Stanley uncovers what benefits and features employers are highlighting for their 401k plans
Why Investors are ‘Terrified’ About Retirement Savings
Studies find Americans are increasingly worried about their retirement readiness and account savings due to potential recession concerns
ESG Adoption Remains Low Despite High Interest
Callan data found institutional investors are incorporating ESG at slower rates
NQDC Proves Impactful for Employers and Employees Alike
A recent Principal study analyzes the value in offering non-qualified deferred compensation plans to attract and retain employees
Sticking with Stocks: Retirement Savers in 2022
Latest ICI research shows 401k participants remain committed to their asset allocations
Self-Directed 401(k)s Take Another Hit in Q3
Charles Schwab report shows average balances down nearly 20% year-over-year while asset allocations and trading remain steady
Morningstar Study Analyzes Top Retirement Systems Around the Globe
The recent paper dives into the complexities, nuances, and parallels of eight countries with top-rated retirement planning systems
Younger 401(k) Participants Favor Investment in Equities
Joint EBRI/ICI study finds younger investors much more comfortable holding a significant portion of savings in equities than older participants