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.
Pandemic Prompts Americans to Sharpen Financial Focus
One in 10 people have dipped into their retirement accounts and one in 20 have postponed retirement in…
401(k) Assets Totaled $5.6 Trillion in First Quarter 2020
Not bad, all things considered. Total U.S. retirement assets were $28.7 trillion as of March 31, down 11.9%…
Study Reveals Spike in Early Retirement Withdrawals Among Young Investors
Nearly three out of five (59%) Gen Z and Millennial investors said they have withdrawn early from their…
Why Aren’t Health Savings Accounts More Popular?
Higher contribution limits, greater awareness of health expenses in retirement—there are any number of reasons why health savings…
A Critically Important Comparison of 401(k) Plan Performance
Compare the Q1 carnage to what’s happened over the past decade in retirement plan saving and investing and…
This is How Much Retiring Couples Will Spend on Healthcare
According to a new report by Milliman, a healthy 65-year-old couple retiring in 2020 is projected to spend…
Investors Saved Nearly $6 Billion in Mutual Fund Fees in 2019
Research behemoth Morningstar found the average mutual fund expense ratio dropped from 0.48% to 0.45% in 2019. This…
Retirement Plan Leakage Vastly Overstated, New ICI Analysis Finds
“Leakage” is almost always bad, but when it comes to retirement plans, it might not be as bad…
Self-Directed 401k Balances Drop 14% in Q1 2020
The average self-directed brokerage account balance finished Q1 2020 at $252,675, down 6% year-over-year and down 14% from…
The First Casualty of Any Crisis
A crisis occurs when there’s an erosion of trust as a result of poor leadership, stewardship, and governance.…