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.
DC Assets Took Hit in Fourth Quarter Rout
U.S. retirement assets 2018 fell 7.4% in Q4, dropping to $27.1 trillion as market volatility hit 401(k), IRA, and DC plans.
12 Reasons NOT to Roll Over a 401(k) to an IRA
American workers often change jobs and must decide what to do with their 401(k) balances at their prior…
Nuveen Details What’s ‘Next’ for 401(k) Plan Fiduciaries
The frenzied fiduciary air, in particular, has many lifting their heads and looking around for sources of information that filter the noise.
Which Firm is No. 1 in Investor Satisfaction?
Edward Jones ranks highest in investor satisfaction with full service brokerage firms, topping RBC Wealth Managementand Advisor Group…
February Favored Fixed Income 401k Funds
February was a slow trading month for 401k investors, but participants nonetheless favored fixed income over equities when…
7 States With Major 401(k) Fiduciary Proposals
If you need a convenient, “all-in-one-place” overview of what’s happening at the state level, Drinker Biddle’s got it.…
4 Most Common Biases Seen in 401(k) Participants
It’s America Saves Week, and many people are focused on their financial futures. With regard to retirement planning…
Why 401(k)s Will Fuel Trump 2020 Triumph
It’s a sign of our bifurcated times. Every opposition candidate to announce has tacked far left (if not…
401(k) Trading: Volatility’s Retreat or Eye of the Storm?
401(k) trading activity slowed in January 2019, marking the slowest start in over 20 years as investors favored fixed income funds.
Quick and Easy Guide to the IRS 401(k) Loan Rules
401(k) administrators play many roles—including, often somewhat reluctantly, banker. In addition to all other duties, plan administrators are…