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.
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 401(k) 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 401(k)
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…
Retirement Crisis Contrast: How COVID Compares with Previous Panics
Little surprise, retirement savers who were saving at an adequate rate prior to the 2008 global financial crisis—and…
Automated 401(k) Portability: An Idea Whose Time Has Come
“Nothing is more powerful than an idea whose time has come,” French author and poet Victor Hugo observed.…
DC Plan Core Menu Evaluator Tool Launches
J.P. Morgan Asset Management Launches New Core Menu Evaluator, dedicated to analysis and selection investments for defined contribution plans.
Massive Increase in HSAs From Recordkeepers, Cerulli Finds
More than 40% of defined contribution plan recordkeepers participated in the HSA market as of 2019, up from…
7 Ways to Protect Fiduciary Clients from Decision-Making Fatigue
When you’re advising clients who are serving in a lay-fiduciary capacity—those that are managing the assets of a…