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401(k) Research / Tools
937 posts
Young 401(k) Participants are Worried, Here’s Why
Surprise (or not)—what Millennials say isn’t what they necessarily do. A generation that claims money isn’t as important…
Millennials: Using 401k Plan Design, Education to Support Different Dreams
This isn’t your parents’ retirement dream. Millennials—the often-maligned demographic cohort encompassing 18 to 35-year-olds—don’t all share the retirement…
2 Major Findings About Health Savings Account Use
We get it, they’re still (somewhat) new, but education is sorely needed on the use and benefits of…
What Small Businesses Get Wrong About 401(k)s
Increasingly, small businesses are looking to 401(k) plans to attract and retain talent and boost confidence about their…
CITs Rise in Face of 401k Fee Litigation
Those boring, staid and completely effective collective investment trusts are enjoying a resurgence of late, the likely result…
Why Americans Trust in Their 401k Plans
Defined contribution plans have long been a key component of Americans’ retirement savings. And with more than $5 trillion…
The Fiduciary Rule’s Effect on Fund Management Outsourcing
Another effect of the fiduciary rule? A rhetorical question if there ever was one. New research from global research…
401k Rollovers, Not Contributions, Dominate IRA Assets
“Nearly 8 trillion dollars sits in Individual Retirement Accounts, or IRAs. This is nearly half of all the value held…
3 Areas of Focus for Future 401(k) Growth
State Street’s gotten quite a bit of mileage from “Fearless Girl” recently, but here’s a bit of trivia…
Who’s Made the Greatest Gains in 401(k) Participation Rates?
Good news from Wells Fargo (wait, what?)—millennials have demonstrated the biggest gains in participation rates and diversification in…