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.
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, with just 58% of questions answered correctly on average in new NFEC study.
Episode 10—Industry M&A: GRPAA’s Bill Chetney Uses Bad Language to Make Good Points
Are mergers and acquisitions in the 401(k) advisory space hot or not? They were humming along until…
Itzoe’s Intent: Getting the 401(k) Fiduciary Formula Right
“I’ve often said that fiduciary is not just a noun, it’s both a noun and a verb. It’s…
New Platform Aims to ‘Capitalize’ on 401k Consolidation Opportunity
A new independent platform to transfer retirement assets called “Capitalize” aims to solve one of the biggest problems…
U.S. Rises in 2020 Global Retirement Index
The United States rose two spots to No. 16 among developed nations in the 2020 Global Retirement Index…
Beware ‘Extreme Allocations’ in IRAs: EBRI
Recent research from the Employee Benefit Research Institute (EBRI) found that the average individual retirement account (IRA) balance…
Where America’s 401(k) Assets Sat in the Second Quarter
Overall retirement assets were $31.9 trillion as of June 30, up 11.2% from March, the Investment Company Institute…