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401(k) Research / Tools
937 posts
The Best Qualified Default Investment Alternative for Pooled Employer Plans
This 401(k) Specialist article introduces Pooled Employer Plans (PEPs) as follows: Pooled Employers Plans were born out of…
3 Ways to Battle the Effects of Inflation in Your 401k
With everything from used cars to building materials costing more, the Labor Department’s announcement last month that consumer…
Fund Fees’ Sharp Decrease Saved Investors Billions in 2020
The latest installment of Morningstar’s annual fund fee study found that the average expense ratio paid by fund…
Pandemic Leads to Big Spike in Social Security Beneficiary Deaths
Nearly 400,000 more Social Security beneficiaries died in 2020 than in 2019 according to newly released information, highlighting…
Why a 401k ‘Barbell’ is Critically Important to Retirement Success
Among the more interesting news items from last week was the earnings announcement from Palantir Technologies (PLTR), a…
ZIRP Danger: Zero Interest Rate Policy Impact on What’s Ahead
Last week, 401(k) Specialist published Institutional Investors Both Optimistic, Pessimistic Post-Pandemic. I believe that paranoia is more appropriate…
Institutional Investors Both Optimistic, Pessimistic Post-Pandemic
Investing pros are optimistic about the economy, but are far less confident about achieving their own objectives post‐pandemic.…
Schwab Keeps it Simple with New Finance Tool for Participants
Advisors know using too much industry jargon is a sure way to trip up many retirement plan participants…
One-third of Investors Trade While Drunk
Drunk texting is humiliating, drunk trading is devastating. With a nod to target-date funds and their “set it…
How Americans Define ‘Financial Wellness’ Post COVID
'I will feel financially well when ...'