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.
Corporate Roundup: New Mylo and Mercer Products, UBS Announces NYC Addition
Prudential Advisors incorporates annuities, Mercer adds another strategic investor, and more
SoFi at Work Launches Student Loan Debt Repayment Service
The service will allow employers to make matching contributions to their employees' 401(k) or 403(b) account, as long as workers are paying down student loan debt
American Unfamiliarity with Retirement Products Glaring in New Survey
Only 3 in 10 feel confident about retirement offerings while 76% of those over 50 expressed little confidence, survey from Unbiased finds
Self-Directed 401(k)s See 6.6% Gain in Q1 2023
Schwab’s SDBA Indicators Report shows average account balance rose to $298,543, but that’s still down 10% from a year ago
Employers Are Improving Health Care Affordability to Curb Rising Costs
Latest findings from Mercer shows more employers are taking action to grow health care affordability and improve health equity
SMBs Growing Worried Over Employee Retention: CBIZ
A CBIZ report finds 48% of business listed employee retention as a top concern
Retirement Account Balances Increase Across the Board
Latest findings from Fidelity Investments show 401(k) account balances increased 4%, while IRA and 403(b) balances grew 5% and 6%, respectively
CFP Board List Steps to Recruiting and Retaining Diverse Workforces
The CFP Board's report outlines ways firms can create a "culture of retention" for diverse talent
Managed Accounts See Higher Adoption: Vanguard
The latest Vanguard research finds professionally managed allocations are up 40% compared to 10 years ago
Higher Default Options Can Lead to a Retirement Savings Boost
New research from Voya finds plan sponsors who focus on optimal retirement plan design settings are likelier to see higher savings rates from their employees