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.
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
October a Light Trading Month for 401(k)s: Alight
With just two above-normal trading days, the Alight 401(k) Index revealed stable value funds accounted for over 80% of net inflows
Black October a Good Thing for TSP Funds
Stock market gains help Thrift Savings Plan retirement savers recoup some of this year’s losses
How HSA Plans are Starting to Resemble 401(k)s
More employers are embracing 401k-like features for their Health Savings Account programs according to a new Plan Sponsor Council of America study.
New Tool from Milliman Like a ‘Credit Score for Retirement Readiness’
Newly enhanced RISE Score incorporates inflation, longevity, and market and withdrawal behaviors to project retirement security
2023 401(k) Contribution Limits Released: Big COLA Increase for Savers
The announcement comes as lawmakers and other government agencies grapple with historically high inflation
How Do 4 Generations Compare in Retirement Preparation?
Here’s how they stack up
Auto Portability’s Big Move: Major Recordkeepers Form Consortium with RCH
Fidelity, Vanguard, Alight, and Retirement Clearinghouse establish first-ever industry consortium focused on expanding auto portability adoption