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.
10 (Super) Bold Predictions for 2019: Bob Doll
Click “NEXT” to see predictions… This guy is good. Nuveen market soothsayer Bob Doll is out with his…
January 8, 2019
Hefty Cost of Healthcare Hinders Retirement Confidence
Retirement healthcare costs concern many Americans despite confidence in savings. Learn why planning ahead is essential.
January 3, 2019
Relocating in Retirement: Where Did Retirees Move in 2018?
Retirees are on the move, with many fleeing the Northeast (except Vermont) and Midwest to start a new…
January 2, 2019
How 401(k) Fiduciaries Performed in 2018
Discover insights from the 2018 fiduciary behavioral governance study on leadership, stewardship, and decision-making.
January 1, 2019
Top 401(k) Practice Management Story of 2018: Most Trusted Plan Providers
401(k) savers’ trust in their retirement plan providers has reached an all-time high, according to a recent study.…
December 29, 2018
401(k) Assets Make Big Jump (But Will It Hold?)
After all the recent market craziness, will 401(k) assets continue their climb? Total U.S. retirement assets were $29.2…
December 28, 2018
How Trust in Financial Institutions Affects Retirement Plan Participation
“Most workers at small to mid-size businesses trust information from their banks and credit unions, but those who…
December 21, 2018
401(k) Participants Do Rollovers Right
A bit of good news about plan participant behavior. New research finds the majority rollover assets from previous…
December 20, 2018
New Year, New 401(k) Finances: Americans Resolve to Save More in 2019
More Americans are resolving to focus on their money habits in 2019, opting to whip their finances into…
December 14, 2018
How Do Retirement Plan Participants Feel About HSA Benefits?
Call it a lotta interest with little education. Across discussions with 401k and defined contribution industry executives throughout…
December 13, 2018