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401(k) Research / Tools
937 posts
401k Fear on the Rise with American Workers
We’re beginning to see fear as a trend. New findings from the Employee Benefit Research Institute mirror those…
What’s ‘Short Term-ism’ and Why Does it Matter? 2017 NAPA 401(k) Summit
Say this for MFS Investment Management—they’ve managed through market cycles; many and multiple market cycles. The Boston-based investment…
2 Top 401(k) Trends to Watch in 2017
The latest research from global research and consulting firm Cerulli Associates finds that evolving qualified default investment alternatives (QDIA) structures…
When and Why Most Workers Choose to Retire
We don’t like change, even if its change we’ve looked forward to for years. A new study from the…
How to Have Productive Discussions About Portfolio Risk
Only 27 percent of clients with financial advisors, 401k and otherwise, have been told how much their portfolios…
Who Has the Best and Biggest 401k Plan In America?
Delta pilots flew away with the best 401k in 2016, taking the No. 1 spot in BrightScope’s list…
A Really Awful Understanding of the 401k Fiduciary Rule
She’s kidding, right? “The fiduciary rule is simple. It says anyone selling investment products to people with money…
Where is IRA Rollover Money Going?
Over two-thirds of advisors (67 percent) funnel rollover money to a wrap/managed solution, according to IRA rollover data…
Average 401k Account Balances Did What?
Is it because of, or despite, President Trump? Probably neither, but a bull market doesn’t hurt (obviously). 401k…
401k-to-IRA Rollovers Show Little Sign of Slowing
Questions about the effect the Department of Labor’s fiduciary rule will have on 401k-to-IRA rollovers appeared to have…