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401(k) Research / Tools
937 posts
There’s a New Top Priority for 403b Employee Education
For the first time ever, organizations that provide 403b plans reported that retirement planning, rather than increasing participation,…
Alarming Percentage of Workers Think Pandemic Will Impact Path to Retirement
Nearly two-thirds of workers anticipate the COVID-19 pandemic will impact their path to retirement, according to results released…
Investment Company Institute Names New President and CEO
The Investment Company Institute has named elected Eric J. Pan as its next president and chief executive officer,…
Pandemic Hurts Worker Confidence in Saving for Retirement
Given the challenges 2020 has provided, it’s no big surprise that fewer Americans workers say they are confident…
Massive Disparity in Certain Mutual Fund, ETF Flows
ETFs are way up, mutual funds way down. Long-term, open-end mutual funds are on track for their worst…
2020 Top HSA Plan Providers Evaluated
Morningstar is out with its annual assessment of the most prominent Health Savings Accounts (HSAs) available to individuals.…
The Dark Side of 401k Fiduciary
Fiduciary has become a marketing term/tool, and is no longer: There’s a common characteristic that links exemplary fiduciaries;…
401(k) Account Balances Almost Tripled During This Period
Eight years is all it took. The average 401(k) plan account balance of “consistent 401(k) participants”—those who remained…
Most Americans Get ‘F’ on Financial Literacy Test
Most Americans fail when tested on financial literacy, a recent survey by the National Financial Educators Council (NFEC)…
Episode 10—Industry M&A: GRPAA’s Bill Chetney Uses Bad Language to Make Good Points
Are mergers and acquisitions in the 401k advisory space hot or not? They were humming along until COVID…