Browsing Tag
401(k) Research / Tools
937 posts
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 401k 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 401k 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
TSP Millionaire Ranks Thinned by More Than One-Third
Stock market’s dismal first half of 2022 leads to a 36% decline in the number of Thrift Savings Plan participants with seven-figure account balances
Plan Advisor Portal Launched to Expand View of Total Participant Assets
Tool from OneAmerica, ProNvest partnership intended to enable advisors to build new private wealth client relationships from their retirement plan business
Retirement Plans Trail Only This Benefit in Long-Term Employee Retention
New Paychex study finds offering two specific benefits are keys to long-term retention amid Great Resignation