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.
How Much Do 401k Participants Know About Taxes in Retirement?
Benjamin Franklin tried to warn ‘em. “Nothing can be said to be certain except death and taxes,” he…
Here’s How Employees Are (Mis)Using HSAs
The popularity of HSAs is exploding—which is great—yet most employees aren’t using them as retirement savings vehicles—which is……
How to Use Behavioral Economics to Boost Successful 401k Sales—Excel 401(k): The Advisors’ Conference
How do you use behavioral finance concepts to give you an edge when competing for new clients or retaining…
How Gender Factors into Finances (from Day One)
Young women finance habits show strong budgeting skills but lag behind men in savings and investing—education can close the gap.
Picturing Life Post-Work Prompts 401(k) Participants to…
401(k) participants who are decades away from retirement most likely haven’t considered what life will be like post-work.…
You’ll Never Believe Why Some Boomers Aren’t Saving in a 401(k)
Pop quiz: Which generation—Baby Boomers, Gen Xers or Millennials—is struggling to save for retirement (no) thanks to student…
If Female Advisors Won’t Attract More Female Clients, What Will?
Women are handling the money in more than half of American households. Yet, around the same amount don’t…
This Scares Americans More Than Retiring…
Most Americans expect to live to age 84. Many look at their Golden Years as an opportunity to reach goals and pursue passions that were previously interrupted by everyday life. But at the same time, half are scared of...
What’s Your 401(k) Plan’s Retirement Income Philosophy?
Communicating well is remarkably difficult. Anyone who has experienced miscommunication in the workplace knows it can raise stress…
A ‘Staggering’ Number of Workers Will Fall Short in Retirement Savings
Two-thirds of American 401(k) savers may fall short of funds needed for a comfortable retirement, risking their post-work lifestyle.