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.
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 ...'
5 Misconceptions About Automatic Rollovers
Automatic rollover misconceptions can mislead plan sponsors. Learn the truth to reduce costs and protect small-balance retirement accounts.
Mass Affluent Ranks Drop During COVID
Mass affluent wealth households declined as the COVID market runup boosted $5M-plus investors, reshaping U.S. wealth concentration.
A 65-Year Retirement? New Research Finds Humans Could Live to 130
Ready to help someone plan for a 65-year retirement? Retirement advisors might have to before the end of…
Summer 2021’s Top International Retirement Havens
The world is opening up, and Americans—tired of hunkering down—are ready to investigate firsthand their best retirement options…
Public Plans Database Expanded, Enhanced with DC Info
The Public Plans Database has been expanded to include data from nearly 50 public sector defined contribution retirement plans.
Americans Struggle to Understand Social Security
Even those who are currently receiving Social Security benefits don’t understand the program’s basics
Many Public Workers Underserved by Retirement Plans
Retirement inequity impacts short- and mid-term public workers, leaving many without adequate retirement income security.