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.
War, Oil Prices Spiked 401(k) Trading in February, Early March
The Biden Administration announced a ban on Russian oil imports
Self-Directed 401(k) Balances Rose This Much in 2021
Apple remains top equity holding in self-directed brokerage accounts according to Charles Schwab’s latest report released today
Equity Compensation Plans a Key Weapon in Talent Wars
New Morgan Stanley at Work report reveals companies reimagining equity compensation to compete for talent amid the “Great Resignation”
Transition from Pensions to 401ks Glaring in New Government Graphic
Report from the Congressional Research Service includes a chart depicting the decline of defined benefit plans and the rise of defined contribution plans
‘Significant Uptake’ of TDFs Continues to Transform DC Market: NEPC Survey
16th annual survey examines current plan investment trends, features and innovations; shows defined contribution plans seeking flexible features, ESG
Are These 401(k) Fiduciaries Hypocrites or Confused?
TDF participants near retirement will be seriously harmed in the next market correction, and most won’t recover
Americans Warming Up to Crypto for Retirement?
New poll from Capitalize finds 61% of employees—but only 46.5% of financial advisors—believe cryptocurrency is a strong long-term investment
American Seniors Feeling the Inflation Heat
Older Americans–especially widowed and divorced women–say inflation and other factors are having negative impact on retirement
401(k) Plan Costs and Investment Fees Continue to Decline
Since 2017 small plan total plan costs have dropped 0.06% from 1.25%
401(k) Investors Were ‘Busy’ in January: Alight
The news comes after net trading activity for 2021 was the lowest on record for the 401k Index, according to the company