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.
Racial Disparities Rise with Income, EBRI Research Finds
While workers overall rate work-life balance positively, higher-income Black and Hispanic workers are less likely to say work-life balance at their company is excellent
Self-Directed 401(k) Investors Stay Steady, See Balances Increase
Charles Schwab report shows self-directed brokerage account balances were up nearly 13% in the third quarter compared to the same period last year
John Hancock Launches New Fiduciary Product
“Signature Fiduciary Connect” to offer plan sponsors additional administrative support for workplace 401k plans
Retirement Savings Mostly Flat, But Some Bright Spots: Fidelity
The investment company’s newly released retirement analysis shows IRA balances made slight gains since last quarter, while 401k and 403b balances dipped
University Programs in Fiduciary Studies Announced
'Currently, no university offers programs to support the critical leadership and stewardship roles of these key decision-makers'
RIA Aggregator Influence Grows in Defined Contribution Space
And DCIO managers are focused on the growing influence RIA aggregators have in deciding DC plan investments
How Technology is Transforming the Retirement Industry
Vestwell’s new study identifies key trends in digital solutions that can help advisors up their game
No More Index Fund ‘Free Ride’: LNRS 2021
A new whitepaper examines two important active/passive questions
401(k) Assets Rise Sharply in Second Quarter
Americans held $10.4 trillion in all employer-based DC retirement plans
401(k) Participants Flock to Fixed Income
Trading inflows mainly went to stable value, bond, and specialty/sector funds