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401(k) Research / Tools
937 posts
Fintech Startup Capitalize Raises Over $12M to Stem Rollover Tide
New York-based fintech startup Capitalize aims to make it easier for Americans to keep what they’ve saved in…
Callan DC Survey Finds Large Plans Unlikely to Join MEPs/PEPs
Three-quarters (76%) of defined contribution plans are very unlikely to join a multi-employer plan (MEP) or pooled employer…
Should Investors Root for Kansas City Chiefs or Tampa Bay Bucs?
The Super Bowl Indicator suggests stocks rise for the full year when the Super Bowl winner has come…
Bad Timing Hurt 401k Investors in 2020
In 2020, 401k investors were busy traders out of equities as stocks were falling and slowly returned to…
The ‘State’ of Charitable Giving in America
Despite, or perhaps because of the COVID-19 pandemic, the average American gave $608 to charity in 2020, according…
Vestwell, Franklin Templeton Partner on Upcoming Managed Account Solution
Vestwell has partnered with Franklin Templeton to develop a customizable managed account solution, the recordkeeper announced on Wednesday.…
3 in 4 Worry Pandemic Will Impact Retirement
The COVID-19 pandemic has made Americans worry more about just about everything—so why should their prospects for a…
401k Plans Rebound to $6.5 trillion in Third Quarter
Total U.S. retirement assets were $33.1 trillion as of September 30, 2020, up 4% from June 30. Retirement…
401k Trading Reverses Recent Trends, Flows to Equities
With the S&P 500 posting its best November ever, 401k investors somewhat reversed a continuing trend towards fixed…
A Staple of 401k Plan Investing is Challenged
Saving and investing for retirement requires participants to be steadfast in their contributions and stay the course when…