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.
59% of Advisors Do Not Rollover Clients’ 401(k)s to IRAs
Pontera finding cited better 401(k) plan benefits as a reason for not rolling the account to an IRA
Expect a Mild Global Recession in 2024
Nuveen's 2023 Midyear Outlook points to rising rates among central banks, along with global factors, for a recession next year
More Investors Shift Focus Back to Long-Term Planning
Research from Betterment finds investors may be shifting their attention back to retirement planning and emergency savings
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