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.
Caught by Surprise: Crisis Curtails Americans’ Retirement Saving
Pardon the expression, but Americans were largely caught with their financial pants down as the coronavirus pandemic quickly…
Extend the Spirit of the CARES Act to Automatic Rollovers
America is a fundamentally caring country, as reflected in the collective actions of its individuals, businesses and policymakers.…
Most Consumers Still Baffled by Annuities
New quiz from Secure Retirement Institute shows majority of consumers are still baffled by annuities, which now have an easier path into retirement plans.
3 in 10 Americans Have Recently Tapped Emergency Funds
“Smoke ’em if you got ’em,” the saying goes, and many Americans are doing just that when it…
Surprising Findings in Fidelity’s Latest 401(k) Figures
There were several surprises in Fidelity Investments’ latest quarterly analysis of retirement savings. While 401(k) balances dropped (expected),…
One-Third of 45- to 64-Year-Olds to Delay Retirement Due to Coronavirus, Survey Finds
A new survey finds 36% of adults within 20 years of retirement now anticipate waiting longer to retire…
5 Critical Advisor Steps to Plan for Your ‘New Normal’
When you’re given the go-ahead to reopen, there’s a strong likelihood that you’ll not be going back to…
11 Financial Steps to Help in the Coronavirus Pandemic
While early withdrawals from a retirement account are normally frowned upon, but special circumstances sometimes require special needs.…
401k Participants Stay the Course Despite Market Volatility
Financial advisors have been urging 401k investors to sit tight and ride out the COVID-19 market volatility, and…
Public Pensions Get Hammered in Q1 2020
Public pension plans shed $419B in Q1 2020 as COVID-19 volatility drove historic declines in funding ratios, Milliman reports.