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.
3 Great 401(k) Trends in Small Businesses
Small Business 401k Plans are doing it right. Plan participants are benefiting from better plan design features which…
3 Best- and Worst-Funded State Pension Plans
Forgive state employees in Kentucky if they get a little queasy when you start talking about retirement plans.…
How to ‘Pensionize’ a 401(k)
How do you ensure income from a 401(k), IRA or similar-style defined contribution plan will last as long…
401(k) Fee Fight! Mutual Fund Expense Ratios Fall Again
The cost of investing in equity mutual funds through 401(k) plans fell again in 2018, while the average…
Why Health Care Costs Need to be Part of Retirement Planning
The average healthy 65-year-old couple retiring this year will need $387,644 in today’s dollars just to cover lifetime…
Social Security: Retirees Lose $3.4 Trillion by Claiming Too Early
Retirees will collectively lose $3.4 trillion (that’s trillion with a “T”) in potential income that they could spend…
‘Financial Confidence’ of Women on Decline
Women financial confidence lags despite rising wealth, education, and empowerment, according to the 2019 Allianz Life study.
401(k) ‘Decumulation’ Dilemma Could Devastate DC Participants
As an industry, we’ve been great about helping workers accumulate assets. But when it comes to their 401(k)…
Why We Struggle With 401(k) Saving
People are bad at delayed gratification. Who knew? “Given the choice between a smaller immediate payout or a…
How Many Investment Options Are in the Typical (Large) 401(k) Plan?
Is it a diverse range of offerings or too many choices? An updated study from BrightScope and the…