Browsing Tag
401(k) Research / Tools
937 posts
Concerned Over Investment Protection, Retirees Look to Lifetime Income
Global Atlantic Financial Group found 70% of retirement age investors have spoken to financial professionals about conservative asset allocations
DC Savings and Investing Collectively Dropped in 2022
Savings and investing within defined contribution plans fell last year, but Alight research argues the drops weren't as devastating as initially thought
7 Eye-Opening Findings from Bankrate’s 2023 Emergency Savings Report
Most adults “uncomfortable” with the amount of emergency savings they have, new annual report shows
Guaranteed Lifetime Income Solutions May Grow Retirement Spending Power
A new report by the Bipartisan Policy Center and BlackRock found that adding guaranteed lifetime income generates 29% more annual spending ability
Here’s How Much American Workers Expect to Retire Comfortably with
The newest iteration of Northwestern Mutual's Planning & Progress study reveals American workers are likelier to anticipate saving more than what is realistic
Investors Are Optimistically Numb to the Market
While 68% are optimistic on their finances today, a survey from Natixis warns of a shift that can uncover gaps in investment knowledge
Ameritas Unveils New Pooled Employer Plan
The news makes Ameritas the latest firm to begin offering pooled employer plans
Close to Half of Workers Unaware of Annuities
Four in 10 adults do not know what an annuity is, according to findings from USAA Life Insurance company
Corporate Roundup: Sageview Acquires RBG, HUB Launches HSA Tool
SageView Advisory Group adds a $5.2 billion dollar retirement plan consulting firm, HUB International introduces its HSA investment account product, and more
Forgotten 401(k) Accounts Hit $1.65 Trillion in Assets
The updated analysis from Capitalize finds forgotten accounts have grown by 20% in the last two years