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.
International Women’s Day Puts Spotlight on Gender Pay, Retirement Concerns
March 8 is International Women’s Day, a global day celebrating the social, economic, cultural, and political achievements of…
Pandemic’s Economic Perspective: Is it Worse than 2008?
Despite recent optimism over vaccine success and the possibility of a return to normal—however defined—nearly seven in 10…
The Stretch IRA Went Away With The SECURE Act—Here Are Other Options
While not its own type of IRA, a stretch IRA had been a go-to strategy for estate planning…
While Politically Divided, Americans United in Fear of Affording Retirement
Everyone knows how politically divided the country is these days, but Americans can agree on some things: The…
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…
Few 401(k) Plans Currently Offer Alternatives Within TDFs
401(k) ESG investments remain limited, with only 24% of plan sponsors adopting sustainable options in recent years.
Bad Timing Hurt 401(k) Investors in 2020
In 2020, 401(k) 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…