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 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
Modern Trading Tech Helps Workers Retire 2 Years Sooner: Report
Market automation has resulted in 30% more lifetime savings for investors, study from Modern Markets Initiative finds
Way Too Much Risk in 401k Target-Date Fund Glide Paths: Morningstar
Here are three suggestions for the Department of Labor
Public Pensions Facing Largest Single-Year Decline Since 2009
“State of Pensions” from Equable Institute finds state and municipal pension funding shortfall to grow to $1.4 trillion in 2022, erasing nearly half of gains from 2021’s record investment returns
Roughly Half of Americans Lack Access to Workplace Retirement Plans
New study reaffirms consensus that workers at small businesses are much less likely to have access to a 401k
More 401(k) Trading Volume and Volatility in June
All but three days saw movement from equities to fixed income
Out of Sequence: Why TDF Risk Near Retirement is a Bad Bet
'Sequence-of-returns cuts both ways'
Seniors Badly Misjudge Key Retirement Risks
New CRR Brief finds Americans worry way too much about one specific retirement risk while downplaying two other more likely issues