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.
Self-Directed 401(k) Balances Down in Q1: Schwab Report
Investors hold steady as S&P 500 experiences first correction in two years
3 Investment Trends in 401(k)s That Offer a Few Surprises
Decisions plan sponsors make with help from their advisors really do matter
5 New Automatic Rollover Criteria for 401(k) Plan Sponsors
It's incumbent upon plan sponsors to fundamentally 'rethink' these programs
529 Plans Still Have an Identity Problem
As “National 529 Day” approaches, Edward Jones survey finds only two in five Americans recognize 529 plans as an education savings tool—and only 13% are using them
MAJOR Retirement Savings Disconnect
Working Americans say they will need about $1,100,000 in savings to retire comfortably–but roughly half say they will have less than $500,000 saved
Fixing the ’40’ in Defined Contribution Plans
'Gone are days when a 60/40 portfolio provides investors with adequate risk and returns'
Americans Dangerously Out of Touch with Retirement Healthcare Costs
2022 Fidelity Retiree Health Care Cost Estimate reveals Americans lowball expected costs by more than a quarter of a million dollars, meaning they will need 7x more than they expect
Just 1 in 4 Small Businesses Currently Offer a 401(k)
New research from Sharebuilder 401(k) finds owners believe their business is too small and the plans are too costly to set up and manage
Fidelity Targets Advisors with Cryptocurrency Education
New digital assets thought leadership content rolled out as most advisors report they lack confidence counseling on cryptocurrencies
Government Workers Prioritize Retirement Despite Challenges
New study from Empower finds that workers steadily increased retirement savings during the pandemic