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.
Americans Say They Won’t Have Enough Savings for Retirement
A recent Prudential survey found 70% of Americans plan to retire but aren't confident if they will actually be able to
How Much a 65-Year-Old Retiring in 2023 Needs to Cover Healthcare Costs
Milliman Retiree Health Cost Index finds a healthy 65-year-old retiree needs between $90,000 and $203,000 over remaining lifetime
69% of Near Retirees Failed or Barely Passed MassMutual’s Social Security Quiz
The quiz underlines the need for employee education on Social Security and its nuances, says MassMutual
Employees Turn to Plan Sponsors Amid Inflation Impacts
Over half of employees say their employer has not offered financial wellness benefits or compensation following higher costs due to inflation, finds FinFit
More 2023 ‘Best & Worst’ States for Retirement: New Ranking has Surprising #1
Florida doesn’t top the list, while several Northeast states dot bottom 10 according to new ranking from Bank Locations
Plan Sponsors Are More Involved with Retirement Planning in 2023
A new survey by PGIM shows seven in 10 plan sponsors believe they are taking action in solving the retirement income challenge
Workers and Retirees Report First Dip in Retirement Confidence Since 2008 Recession: EBRI
Confidence in retirement savings fell from 73% in 2022 to 64% in 2023 among workers, and from 77% to 73% among retirees
Black and Latino Employees Experience Lower Levels of Financial Confidence: Voya
The new survey by Voya examines financial confidence among Black, Latino, Asian and white employees
Automatic Enrollment Adoption Grew to 85% in 2022: T. Rowe Price
The latest benchmarking report by T. Rowe Price found participants with automatic enrollment in their plans were also much likelier to participate
More U.S. Working Adults Allocated Cash to Retirement Savings in 2022: Schroders
A new survey by Schroders finds 29% of working adults ages 45 and up allocated cash towards retirement investments, versus 33% of Millennials