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.
Creative Planning Inks Strategic Custody Deal with Goldman Sachs Advisor Solutions
New custody relationship means independent wealth management firm gets access to Goldman Sachs’ expansive range of capabilities
Organic Growth Drove a Positive 2022 for RIA Firms
A new RIA Benchmarking Study from Charles Schwab found client growth increased 6.2% across all firms
Report Shows 401(k) Funds Funnel Billions to Nuclear, Other Controversial Weapons
As You Sow analysis released this week finds the top 25 U.S. fund managers earn a “D” grade or worse due to investments in weapons manufacturers
Forced Into Retirement, More Retirees Look to Part-Time Work
An Edward Jones survey found 40% of clients were pushed into early retirement
Retirement Could Be A ‘Nightmare’ For Generation X
An analysis from NIRS found the typical Gen X household has just $40,000 in retirement savings in private accounts
Americans Compromise Retirement Savings for College Education
Research from the Society of Actuaries finds workers and retirees are choosing to save more for a beneficiary's college than their own retirement
Latest Social Security COLA Projects Increase of 3%
The rise is a 0.3% increase from last month's estimate of 2.7%
Gen Xers Know They’ll Need a Lot to Retire—But They Don’t Have It
Insured Retirement Institute finds most Gen Xers expect to need more income in retirement than previous generations, but they’re not confident their savings will suffice
New Open Portability Network Being Tested by Millennium Trust
Network set to enable auto portability well ahead of Jan. 1, 2024, when auto portability may first be offered under SECURE 2.0
Do Equity Investments Make Sense in Social Security?
A new report by the Center for Retirement Research at Boston College questions whether equity investments can be a tangible solution for fixing Social Security insolvency