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.
FINRA’s 7 Myths About Millennials and Money
Millennials now account for more of the workforce than any other generation. With paychecks to spend and responsibilities…
Participants Know All About Health Care Costs, But Not HSAs
They know health care costs will dominate in retirement, but few are doing much about it. “As employees…
Really? Study Finds Millennials Face (Not-So) Unique Retirement, Financial Issues
There’s no shortage of studies detailing the attitudes different generations have about money, saving and everything else. But…
Parents Preventing Children from Failing, Flourishing Financially
Actress Nia Vardalos (best known for starring in “My Big Fat Greek Wedding”) once told Good Housekeeping magazine,…
Why Partnering With an IRA Rollover Provider is Right for 401(k) Advisors
Year-end planning for business owners includes 401k plan review and amendments. Unresponsive ex-employees create challenges, increase costs.
LGBTQ Especially Confident in Retirement Saving
LGBTQ retirement savings study shows higher confidence, strong Social Security planning, and unique investing approaches for retirees.
401(k) Savers Keep On Truckin’ Despite Shocks, Setbacks
401(k) savings show strong growth after the recession, proving retirement savers stayed committed and increased balances across generations.
Active Fund Outflows Increased in August
Morningstar is out with its monthly tally, and passive equity is once again energized. In August, investors placed…
Hispanics’ Financial Behavior is Tops, Except When It Comes To…
Hispanic Americans, nearly 58M strong, excel financially, being more stable, prepared for expenses, and successful in employment.
How Do Roth Versus Traditional IRA Savers Compare?
IRAs were a good idea—that’s the obvious but important finding from two new reports released by the Investment…