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.
How Does Fi360 ‘Score’ with Academia?
Fi360 Fiduciary Score helps advisors select better investments with proven research validating its predictive value.
401(k) Assets Inch Closer to Major Milestone
A bull market and a greater awareness of the need for solid retirement savings combined to push total…
401(k) Fear on the Rise with American Workers
New research concludes the angst and anxiety of planning for retirement are far worse than everyday retirement concerns themselves.
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
Boston's Cerulli Associates advises asset managers to closely monitor product development in 401k QDIA market.
When and Why Most Workers Choose to Retire
We don’t like change, even if its change we’ve looked forward to for years, and it applies to retirement. A new study reveals why.
How to Have Productive Discussions About Portfolio Risk
Market Crash Risk is often overlooked by advisors, yet knowing potential losses helps investors prepare for future downturns.
Who Has the Best and Biggest 401(k) Plan In America?
An airline flew away with the best 401(k) in 2016, taking the No. 1 spot in BrightScope’s list of the country’s top 30 retirement plans.
A Really Awful Understanding of the 401(k) Fiduciary Rule
High-profile advisor Terry Savage proffered important consumer advice in the Chicago Tribune about the fiduciary rule, and goes completely of the rails.
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…