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.
Target Date Funds: 3 Characteristics That Matter Most
Despite their growing popularity, currently exceeding $1 trillion, there’s a lot of confusion surrounding target date funds. There…
September 30, 2015
Should 401(k) Participants Worry About Spike in Global Volatility?
Call it the calm before the storm. Cerulli recently analyzed volatility’s “internal divergence effect on emerging market funds.”…
September 30, 2015
The Top 10 401(k) Target Date Funds Are …
This is just getting boring. The big three—Vanguard, Fidelity and T. Rowe Price—extended their lead in BrightScope’s latest…
September 29, 2015
401(k) Fees Disclosed in New Database, ‘Names Names’
Anything that increases fee transparency should be a good thing. Granted, they have a dog in the hunt,…
September 29, 2015
Should 401(k) Participants Add More International Allocations?
The lesson might be to add more international allocations to 401(k) plan offerings (or to retire abroad). The…
September 28, 2015
Good News and Bad in Morningstar Forecast
Given a strong consumer, slumping imports, and increased government spending, 2015 U.S. GDP growth could top Morningstar’s long-term…
September 28, 2015
Millennials Better Retirement Savers than Their Parents
The little, know-it-all snots seem to actually know it all, at least when it comes to millennials’ retirement…
September 28, 2015
The Pope’s Heavenly Retirement Package
Pope and retirement are two terms rarely invoked together. Pope Benedict XVI became the first pontiff to resign…
September 24, 2015
Is the Retirement Crisis Exaggerated? Alicia Munnell Seems to Say Yes
Savers rejoice! It seems the “retirement savings crisis” might be (somewhat) overblown. In a startling reversal, Alicia Munnell…
September 23, 2015
Watching the Watchers: What Does Morningstar Offer in its 401(k)?
Well, this is interesting. Ever wonder about the vino the staff swills at Wine Spectator, or the stogies…
September 22, 2015