Browsing Tag
401(k) Research / Tools
937 posts
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.…
Bankrate: 31 Million Americans will Raid Retirement Funds During Pandemic
Thirty-one million, or more than a quarter (27%) of working or recently unemployed adults with retirement savings, have…
Use Science to Improve Fiduciary Judgment
Neuro-fiduciary is the science that seeks a better understanding of what it takes to be a great fiduciary.…
Survey Finds 1 in 3 Saved $0 for Retirement in Past Year
A frightening one in three Americans saved $0 for retirement in the past year according to the May…
Pandemic Causing Nearly Half of Americans to Cut Back on Retirement Saving, Study Finds
Nearly six in 10 Americans (58%) say the economic impacts of COVID-19 are having a negative effect on…
Divorce, Job Loss Drive Early Withdrawal from 401ks
Divorce—not buying granite countertops for a remodel—is what drives people to withdraw from their 401k accounts well before…