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 Far, and Fast, Are RIA Firms Growing?
We admit we’re a bit biased, but we feel it has everything to do with their 401(k) business.…
Good News! Fewer Participants Using 401(k)s for …
The ongoing saga of the “Sandwich Generation” has 401(k) advisors perplexed. Longer lifespans and a shortage of funds…
Controversial Book Proposes This Alternative to 401(k) and IRA Accounts
Explore how the shift from pensions to 401(k)s affects Americans' retirement savings in 'Empire of the Fund' by William Birdthistle.
401(k) Freak-Out: A Deeper Look At The ‘Retirement Index’ Results
US retirement security ranks higher than critics claim when data, 401(k) access, and financial advice are properly evaluated.
Passive Mutual Funds Beat Active Funds in June
It’s getting bloody, and spectators are about to beg active mutual funds to “stay down.” Chicago-based research and…
Where Will ETF Use Grow Fastest?
Little surprise—Exchange-Traded Fund (ETF) adoption continues to rise. While it might be a case of the fly on…
How Do Wealth Managers Feel About Fiduciary and 401(k)s?
The nation’s capital is an apropos location to discuss the impact of the Department of Labor’s final fiduciary…
401(k) Investment: Will Active Managers Turn the Tide?
Active funds skid while passive funds surge, fueling the age-old and (seemingly) never-ending passive vs. active investment debate.…
What’s Bogle Think of ‘Brexit?’
Morningstar spoke with John Bogle last week about a variety of investing topics, “Brexit” (or England’s vote to…
5 Reasons to Be Optimistic About the 401(k) Advisor Space
What’s ahead for the retirement advisor space? Opportunity, if recent IMCA research conducted in conjunction with Cerulli Associates is…