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401(k) Research / Tools
937 posts
Itzoe’s Intent: Getting the 401k 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…
SEC Makes it Harder for Investors to Influence Corporate Agendas
The Securities and Exchange Commission (SEC) voted on Wednesday to adopt amendments that critics say make it harder…
Do 401(k) Advisors Add Value? Yes, But …
Smaller 401k plans benefit most from advisor assistance and input, while the resources that larger plans can afford…
Do 401(k) Advisors Add Value?
Smaller 401(k) plans benefit most from advisor assistance and input, while the resources that larger plans can afford…
Another Ridiculous Argument for Wrecking the 401k
The framing gives it away. “That $17 trillion in 401(k) and IRA accounts is distributed unevenly …” “Mr.…
Principal: 99% of 401k Participants ‘Stay the Course’ in August
Most 401k participants and plan sponsors continue to “stay the course” while navigating the uncertainty surrounding the COVID-19…