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.
5 Frustrating Facts About Female 401(k) Fund Managers
The number of women in the 401(k) industry specifically, and financial services overall, is frustratingly low. A new…
November 28, 2016
A Way Back for Active Management 401(k) Flows?
Europe is where it’s at. Wait …what? Just months after the Brexit shock, active mutual funds focused on…
November 22, 2016
Manning & Napier Launches ‘Evolutionary Fiduciary’ Campaign
401k advisors certainly have their pick when choosing the resources to deal with the DOL’s fiduciary rule. Manning…
November 15, 2016
Worth Remembering: What Happened to 401(k) Balances After Obama’s Election?
Call it predictable commentary on a very unpredicted election outcome. The Wednesday morning-after polling drama featured euphoria, heartbreak,…
November 9, 2016
Investors Flee Funds Ahead of Election Day
Reuters reports that jittery investors (and voters) fled U.S.-based stock and bond funds, finding refuge in cash ahead of the U.S. presidential election.
November 7, 2016
Is Regulation Driving Innovation in 401(k) Fee Models?
Flat Fee Asset Management helps 401(k) investors save with household pricing, offering affordable, client-first investment services.
November 4, 2016
What’s Happening with Average 401(k) Account Balances?
The average 401(k) account balance rose for the second straight quarter, up 2 percent in the third quarter…
November 2, 2016
Forget the 401(k): Life Expectancy Falls
Declining US life expectancy report shows shorter lifespans and impacts on pensions, according to the Society of Actuaries.
November 1, 2016
What happened with 401(k) Saving in the First Half of 2016?
401(k) participants stayed the course in 2016, continuing contributions and keeping withdrawals low despite global market uncertainty.
October 31, 2016
ETFs Continue their Climb, But When Will they Hit 401ks?
While more than two-thirds of advisors expect to increase their use of exchange traded funds (ETF) in the…
October 28, 2016