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.
Retirement Income Silver Bullet for 401(k) Participants?
The complexity of the retirement income puzzle has many wondering if it will ever be solved. Luckily, academia is on the case.
January 17, 2018
Is U.S. Life Expectancy Really Declining?
U.S. life expectancy declined in 2016 despite lower mortality rates, showing nuanced impacts across age groups and causes of death.
January 13, 2018
Bob Doll’s Bold Predictions for 2018
Is there a counter correlation between market performance and how top prognosticator Bob Doll scores with his annual…
January 4, 2018
6 Critical Stats for the New Generation of 401k Participants
The current generation of workers is gearing up for a retirement that’s increasingly dependent on their own actions.…
January 2, 2018
How Did 401(k) Assets Fare in Third Quarter?
A booming economy in part contributed to a further rise in 401(k) balances, as well as retirement assets…
December 27, 2017
Top 5 Cities to Stretch Retirement Savings
Wait—what’s this? Good news out of Detroit? Sort of. If 401(k) advisors slacked on the job and participants…
December 20, 2017
Move from Active to Passive Funds Slows in November
Passive fund flows eased in November as investors shifted $16.6B into equity funds, marking a slowdown from October's strong inflows.
December 20, 2017
The Most Popular 401(k) Plan Feature is …
Does this mean it’s time to sell? The Wells Fargo/Gallup measure of investor and retirement optimism held steady…
December 14, 2017
Fiduciary Awareness is on the Wane (Wait, What?)
Fiduciary awareness decline among DC plan sponsors is rising, leaving many unprepared for growing responsibilities and legal risks.
December 5, 2017
A Great Niche for 401(k) Plan Advisors
Health care institution retirement plans survey shows shift from 403(b) to 401(k) and highlights strategies to boost employee savings.
November 30, 2017