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.
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 401(k) 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…
Public Retirement Research Database Reaches Critical Mass
PRRL says more than 100 public plan sponsors are sharing data in response to its campaign to build comprehensive new public DC plan database.
Do 401(k) Menus Suffer from a Generation Gap?
Traditionally, fixed-income investments have been used to reduce a portfolio’s overall volatility to an acceptable level without significantly…
New Savings Data Suggests ‘Positive Signs’ of Recovery
Ascensus is out with hard data about three specific areas at the beginning and (now) recovery of the…
What’s Your HSA ‘Personality Type?’
Are you (or your client) a saver or spender? Budgeter, manager, long-term investor? HealthSavings Administrators has identified the…
Retirees Handling COVID-19 Better than Younger Generations?
Retirees are coping with the effects of COVID-19 far better than younger generations, despite the pandemic’s severe and…