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.
More 401(k) Participants Relying on Gut Instinct
If anyone needs yet another reason to offer 401(k) investment advice, this may be it. According to Lincoln…
March 15, 2016
How Stable is Stable Value for 401(k)s?
Without a doubt, stable value funds are experiencing a resurgence of sorts in the wake of money market…
March 11, 2016
401(k) Sentiment Overwhelmingly Positive
Whom to believe? Despite recent headlines to the contrary, the majority of non-retired investors who have a 401(k)—91…
March 10, 2016
Why 401(k) and Social Security Coordination is Critically Important
For years, many retirees have considered their 401(k)s untouchable until mandatory withdrawals kick in at age 70½. But…
March 2, 2016
401(k) Fact: Employees Want More Help with Retirement Planning
Time flies. It’s been a decade since the passage of the Pension Protection Act, and a new survey…
February 25, 2016
Percentage of Employers Still Offering Defined Benefits is …
The shift from defined benefit plans to 401(k)s has been swift and dramatic, but here’s a stat that…
February 22, 2016
401(k) Fund Watch: U.S. Equity Spark Fizzles in January
After a spark in December, U.S. equity funds fizzled in January, as investors fled for foreign shores, dumping…
February 14, 2016
Will Rising Interest Rates Harm 401(k) Target Date Allocations?
Target date fund investors can’t see the forest for the trees, too often fixated on interest rate risk…
February 12, 2016
Breaking News (or Not): Public Employees Prefer Defined Benefit to 401(k) Plans
Granted, they’ve got a Clifford-sized dog in the hunt, but a new study explains why public employees prefer…
February 10, 2016
What Happened to 401(k) Account Balances in 2015?
Little surprise; 401(k) balances recovered in the fourth quarter of 2015 after a tumultuous third quarter, but it…
February 9, 2016