Browsing Tag
401(k) Research / Tools
937 posts
Top 401(k) Plan Sponsor Initiative of 2018?
It’s commonly accepted for 401(k) and retirement plan sponsors to focus on three major initiatives to promote retirement…
October 3, 2017
401(k) Assets Hit New High (Again)
Another record high. Investment Company Institute reports that total U.S. retirement assets were $26.6 trillion as of June…
September 29, 2017
Is There Really a ‘Retirement Crisis’ in America?
There is a widespread perception that Americans aren’t saving enough for retirement. Some policymakers propose to increase the…
September 29, 2017
The Toll Anxiety, Depression Take on Retirement Savings
Psychological distress can take a toll on more than just health. It can also significantly damage nest eggs,…
September 27, 2017
Don’t Call it a Comeback: Why CITs are Suddenly Gaining Ground
Chances are, you’ve heard of collective investment trusts (commonly referred to as CITs). CITs are tax-exempt, commingled or “collective”…
September 23, 2017
Why Are Women Less Risk Tolerant Than Men?
Let’s be clear, they said it, not us. Life events such as childbirth, child care and care-giving often…
September 20, 2017
401k Participants Want Fiduciary Advisors, But …
Fiduciary rule fanfare is getting through to the masses, spurring conversations among consumers about what really constitutes credible…
September 12, 2017
Gig Economy Wreaks Havoc With Retirement Saving
The innovation and convenience of the gig economy—the increasingly popular employment model where people work as independent contractors…
September 10, 2017
What’s the Funding Status of Your Client’s 401k Plan?
In the world of defined benefit (DB) plans, retirement plan sponsors embrace a liability-based framework for measuring investment…
September 8, 2017
Active Funds Get Beat Bad (Again), But …
“Passive beats active” is by now rote. However, Morningstar finds that, in a pattern reversal, alternative and commodities…
August 23, 2017