Browsing Tag
401(k) Research / Tools
937 posts
Public Retirement Research Database Reaches Critical Mass
To create a truly useful database that provides unbiased, actionable findings for public-sector retirement plans, buy-in and participation…
Do 401k 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…
COVID Causes 1 in 10 Plan Sponsors to Halt 401k Matching Contributions
The latest look at what’s happening with 401k employer matching contributions during the COVID crisis shows that one…
Stash App Reports Big Surge in New Retirement Accounts
New data from personal finance and investing app Stash shows a large surge in retirement account openings—particularly among…
COVID-19 Expected to Have Short-Term Impact on DC Plan Sales
A new report says Defined Contribution plan sales are predicted to be considerably lower in the second and…
As Q2 Markets Raged, 401k Participants Shrugged
As the S&P 500 was posting its best quarterly performance since 1998—much of it a rebound from steep…
Client Satisfaction: Who Plan Sponsors Rate as Top 401k Plan Providers
Seven in 10 plan sponsors (70%) report they are “highly satisfied” with their 401k plan providers according to…