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401(k) Research / Tools
937 posts
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 401k
New research from Sharebuilder 401k 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
Younger 401(k) Participants Really Like TDFs, New Study Finds
Joint ICI and EBRI research shows recently hired 401k participants more likely to invest in target date funds
Lacking Faith in Social Security, Americans Want to Diversify Retirement Accounts
New study finds a lack of trust in Social Security is the leading motivator for having retirement accounts
He’s Just Not That Into You: Buffett Slams ‘Financial Advisors’
'If [advisors] told people what a simple game it is, 90% of the income of people speaking would disappear,' the investing legend said.