Browsing Tag
401(k) Research / Tools
937 posts
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
65% of Workers Say They Will Need to Save More for Retirement
The new DC Pulse survey from MFS finds investors are also wanting emergency savings benefits from their workplace plans
A Third of Investors Prefer Financial Advice from ChatGPT
A Nationwide Retirement Institute survey finds a higher rate of investors expect to get their financial advice from artificial technology than a human advisor within the next five years
2 in 3 Small Businesses Still Don’t Offer Retirement Plans: Fidelity
First “Small Business Retirement Index” finds half (48%) of respondents worry they cannot afford to offer a 401(k)