Browsing Tag
401(k) Research / Tools
937 posts
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
59% of Advisors Do Not Rollover Clients’ 401(k)s to IRAs
Pontera finding cited better 401(k) plan benefits as a reason for not rolling the account to an IRA
Expect a Mild Global Recession in 2024
Nuveen's 2023 Midyear Outlook points to rising rates among central banks, along with global factors, for a recession next year
More Investors Shift Focus Back to Long-Term Planning
Research from Betterment finds investors may be shifting their attention back to retirement planning and emergency savings