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.
Fiduciary Rule Whacks Annuities
Annuity Sales Decline 2017 sees lowest first-half totals since 2001 as fiduciary rule fallout impacts fixed and variable products.
Active Funds Get Beat Bad (Again), But …
Passive vs active fund flows in July reveal tactical investor shifts as active funds gain inflows while passive sees mixed results.
A New Millennial Mindset in 401(k) Retirement Planning?
Retirement is a distant concept for millennials, many of whom would rather save and spend to achieve a…
Are Multiemployer Plans in Trouble or Not?
The financial crisis last decade walloped multiemployer retirement plans, most notably the Teamsters and United Mineworkers of America.
The Solution to Negative Effects of Financially Stressed Workers
Who is Stressed? If workplace stress could be easily identified, then the problem of stress could be more…
Top 10 Retirement Cities All Have This in Common
A roundup of the best cities to retire finds one consistent ingredient, low taxes. Whether it’s correlation or…
401(k) Balances Reach Record Highs, But for How Long?
Fidelity reports new highs in the 401(k) balances it manages, but warning lights are flashing. The Boston-based fund…
Are Younger 401(k) Participants Finally ‘Growing Up?’
Smart phones versus flip, Nirvana versus Taylor Swift. ICI and EBRI recently drew on 20 years of data…
3 Key Advantages of Stable Value Funds in 401(k)s
Stable Value Funds provide safe, reliable returns with attractive yields, guaranteed crediting rates, and protection from market volatility.
Great News About 401(k) Participation Rates!
Retirement Plan Participation Rates show most workers join employer plans, with age and income boosting enrollment.