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.
401(k) Assets Hit How Much in Q3?
Good news to close out the year, as just-released research finds total 401(k) assets surged ahead in the…
How IRA Owners Do Retirement Planning Right
More than two-thirds of U.S. households with traditional IRAs said they have a strategy for managing their income and assets in retirement.
HSAs Still Misunderstood By (Many) Employees
Employees say they have a good understanding of health saving accounts, HSAs, but do they really? Bank of…
Many Younger Workers Favor Lowering Retirement Age
Lowering retirement age is supported by many young adults, with new poll results showing strong favor for reducing it below 65.
‘Unretirees’ On the Rise: Most Americans Plan to Work in Retirement
More people are working in retirement. Employees age 65 and older currently make up the fastest-growing segment of…
What Small-Market Plan Sponsors Think of 401(k)s
There’s business to be had in the small(er) market, and 401(k) advisors now have more options to help…
4 Reasons 401(k)s Fall Short
The 401(k) has great potential but nonetheless falls short. It’s the surprising finding in a new paper from…
Treasury Department Proposes Longer RMD Age Calculations
Longer lifespans have the Treasury Department rethinking RMD calculations. The government body proposed revisions to the age that…
Student Loan Debt: Fidelity Says Who’s Paying the Most May Surprise You
There is an estimated $1.56 trillion in student debt in the U.S. and December signifies the first time…
OregonSaves Could Cut National Retirement Savings Deficit 12%, EBRI Says
What if OregonSaves were a national program? That’s a question the Employee Benefit Research Institute (EBRI) posed in…