Browsing Tag
401(k) Research/Tools
950 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.
More Accurate Retirement Plan Research (Finally) on the Way
The Current Population Survey (CPS) from the U.S. Census Bureau is a perennial problem for industry research and…
2020’s Best Foreign Countries for Retirement Living
Every January, International Living releases its annual Global Retirement Index, listing “outstanding destinations where you can live a…
401(k) Investors Calm, Cool, Collected in 2019
A strong year on Wall Street saw 401(k) investors making small but steady trades from equities to fixed…
20 Social Security Facts for 2020
Social Security, the largest government program in the world, is projected to pay out $950 billion in benefits…
ESG Excites as Delegates Descend on Davos
ESG investing trends drive data quality, goals, and transparency, influencing investors, companies, and global markets.
What Will DC Retirement Plans Look Like in 2025?
In a post-defined benefit (DB) pensions world, defined contribution (DC) plans—historically only used to supplement a monthly pension—have…
Americans Give Themselves Low Grades on Retirement Saving
While a majority of Americans over age 40 claim to have a well-defined retirement strategy, the same number…
Alarming Number of Retirees Rely Solely on Social Security
A new report finds that a large portion—40%—of older Americans rely only on Social Security income in retirement.…
2020 Plan Sponsor Focus: Fees, Participant Communication
For the fourth year in a row, plan sponsors ranked “reviewing plan fees” as the most important step…
Average 401(k) Savings Rate Hits New High
American workers are saving a higher percentage of their compensation than ever in their 401(k)s (or “409ks” as…