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401(k) Research / Tools
937 posts
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 401k 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
401k advisors have some new help available in the form of a Core Menu Evaluator launched Sept. 15…
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…
How to Solve the Retirement Income Riddle: NAPA 401(k) Cyber Summit
“To feel confident in their retirement, participants tend to need to know a little bit about investing, and…
What DC Plan Consultants Expect in Wake of SECURE Act
After the passage of the SECURE Act at the end of 2019, defined contribution plan consultants indicate they…
‘Retirement Score’ Calculator Launched to Help Older Adults Improve Financial Fitness
Over 3,000 data points drawn from income, spending and savings enable a new financial fitness calculator to provide…
Matching 401k Contributions Have Dipped 5.5% During Pandemic
Employer matching contributions to retirement plans decreased 5.5% from March through July (based on projections), a 2 percentage…
Self-Directed 401k Balances Jump in Q2 2020
A 3.3% year-over-year increase and a 13% increase from the end of the first quarter of 2020? Not…