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.
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…
Is Active Management Exodus Starting to Subside?
Active equity fund outflows slow in May as passive fund inflows ease and bonds attract strong investor interest.
401(k) Participants Want Investment Protection Over Growth
But will it get them to the needed amount of retirement income? New research from Boston-based research and…
HSA Fail: 10 Largest Health Savings Accounts Ranked
Is there trouble ahead? In the interest of helping “policymakers navigate the HSA landscape” with the recent introduction…
Why Target Date Funds Aren’t All That, After All
Academic egghead alert! It appears target date funds aren’t all that, at least according to a recent research…
Will Public Sector Retirement Problems Point to 401(k)s?
Are 401ks the answer? An overreliance on public-pension promises has many government employees on shaky retirement ground, as…
Wow! 401k Plan Assets Hit $5 Trillion
The Cubs win the World Series in 2016, 401k assets hit $5 trillion in 2017. We’re on something…
6 Trends Seen in America’s Retirement Plans
Employer 401k matches and automatic features are a win for all involved. Anyone needing more evidence can find…
Mutual Fund Fees in 401(k) Plans Go Low (Again)
Declining 401(k) mutual fund fees show a positive trend as investors enjoy lower costs and better returns on their retirement savings.