Browsing Tag
401(k) Research / Tools
937 posts
Competing for those 401k Dollars: Rising Consumer Costs
Increasing costs for housing, automobiles and groceries coupled with surges in consumer credit card and student loan debt put increased pressure on 401k participants
Protecting Retirement Portfolios in a Bear Market
Inflation worries have reached retirement portfolios, but there are ways to mitigate risk
Participants Admit Auto-Enrollment Kickstarts the Retirement Savings Journey
Principal research finds more than 8 in 10 say automatic features helped them start saving sooner
3 Key Themes Shape 2023 Retirement Outlook: T. Rowe Price
Company’s newly released report expands on the trends that will dominate the coming year
‘Doomscrolling’ Not Helping Nervous Retirement Investors
Wells Fargo study finds 29% would cash out their 401k or IRA investments to cover immediate expenses if they could do so without tax penalties
Workers React to Retirement Language and Imagery
Capital Group examines the way Americans respond to retirement phrases and pictures in a new study
Voya Includes Private Equity Investment Option in NQDC Offering
The Pomona Investment Fund has been added to Voya’s product line and will be managed by Pomona Capital
TSP Millionaire Ranks Fall Off for Third Straight Time in 2022
Despite a recent strong stock performance, the Thrift Savings Plan saw its lowest number of millionaires in 2022 at 65,494
401k Participants Largely Pass on ESG Options, Research Finds
Even when it is offered, PGIM and EBRI study finds less than 10% of self-directed 401k participants allocate money to an environmental, social and governance fund
Largest Asset Managers Dominate in Advisor Digital Experience
New J.D. Power research finds asset management websites have officially replaced wholesalers and legacy relationships as primary drivers of engagement with investment advisors