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.
Active 401(k) Funds Need Help
Active funds continue to get pounded, although the beating has slowed a bit. Research behemoth Morningstar reported $25…
3 Reasons 401(k) Investment Costs are Rising
A rapid fire presentation from Burt White, CIO of LPL Financial, at the company’s conference in Colorado Springs, Colorado on…
Morningstar to Compare Mutual Funds with ETFs
While experts contend it should never be an either/or decision when deciding on mutual funds and ETFs in…
Strategic Beta ETF Outlook in 401(k)s?
They’re getting all the attention. So-called strategic beta ETFs are increasingly popular, and will comprise 20 percent of client ETF portfolios…
Shocker (Not)! 401(k) Funds Not Always Launched with Participants in Mind
Mutual fund families often launch trendy products for the sole purpose, unsurprisingly, of attracting assets. A recent paper…
The ‘Secret’ to 401k Participant Success?
Consistency counts—who knew? A recent study finds the average 401(k) plan account balance of workers who contribute consistently increased…
401(k) Advisors Should Vote for this Candidate
It’s not an endorsement, but if you’re a 401(k) advisor, you want Hillary Clinton to win, at least according to…
DCIO Growth Flatlines in 401k Space
Just how fast is the transition from asset accumulation to distribution (or decumulation) occurring? Growth in the defined…
Morningstar Names Kunal Kapoor CEO to Replace Founder Mansueto
Research and consulting bigwig Morningstar announced Tuesday that Kunal Kapoor will take over from founder Joe Mansueto as…
Tenured Academic Elites Wrong on 401(k)s, Again
401(k) Retirement Disparity: Explore how a recent paper reveals that higher education levels impact enrollment in retirement plans.