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.
Poor People Don’t Live as Long, and that’s a Problem for Retirement
Yea, we’re living longer! Boo, we’re living longer! Longer life spans are a double-edged sword; it’s great to…
How Likely is Destitution in Retirement?
It plays to everyone’s worst fears. Over half of Americans risk not being able to cover housing, health…
Once Hot, Enthusiasm for Liquid Alternative Investments Chill
We can’t all be Yale—and certainly not David Swensen. The legendary manager of the famed university’s endowment was a…
401(k) Fiduciary Costs Double Current Estimates
Current government and financial industry reports peg the high-end annual cost estimate for the implementation of the Department…
Top 4 Priorities of 401(k) Plan Sponsors
What a plan wants, what a plan needs …one of the top priorities for large plan sponsors in…
Do Fewer 401(k) Choices Mean Better Retirement Outcomes?
In this case, less really is more. A good faith effort by the Bush administration to offer customization…
Active vs. Passive: Who Won in 2015?
There’s little to celebrate this New Years for active fund managers who fell well short of index funds…
Solving an Impossible 401(k) Puzzle
Figuring out the retirement income issue for Americans is described as a “million piece jigsaw puzzle.” A new…
Save for Retirement or Help the Kids?
It’s an age-old question—when should your clients cut the kids loose? Are they heading to the Caymans to…
Confusion Reigns in 401(K) Participation Rates
“Lies, damned lies, and statistics.” 401(k) industry advocates have long touted the high rates of enrollment in employer-sponsored…