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.
Most Americans Financially Unable to Retire at 65
New research from The Stanford Center on Longevity and Finance of America Reverse shows median retirement savings of just $128,000
Who’s Leading in Health Savings Accounts?
Fee schedules remain high and vary across providers
Employers Are All-In On 401k Saving—Here’s How
The most common simple match was 50% up to a participant contribution of 6% of pay
Down Market Doesn’t Stop DC Retirement Savers: ICI Report
Defined contribution plan participants largely did not change asset allocations or withdraw funds in the first half of 2022 despite stock market losses, ICI report finds
EBRI President and CEO Lori Lucas to Retire
'Her approach enabled us to stay nimble, responsive, accessible, and relevant to our members'
Hot August Temps Meant Cool 401(k) Trading Activity
Bond funds topped inflows, while most outflows were from target date funds
World’s Largest Pension Funds Hit Record Assets
WTW report finds the U.S. is now home to almost half of the world’s largest pension funds
Startling Findings from New CDC Life Expectancy Report
U.S. Life expectancy declined for the second year in a row in 2021 and shows biggest drop in 100 years
Q2 Market Losses Hard on Self-Directed 401(k) Balances
Schwab’s latest self-directed brokerage account report shows equity allocations drop while cash picks up
401k Savings in Small Plans Lag Far Behind Bigger Companies
New report from Transamerica Institute and its Transamerica Center for Retirement Studies shows how employers can do more to support employees and bridge gaps in benefit offerings