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.
80% of Older Americans Cannot Afford a Financial Emergency
New findings from the National Council on Aging found Americans aged 60 and up cannot afford to pay for a financial emergency like long-term care
More than Half of Americans Refuse to Talk About Finances
Empower’s latest “Money Talks” study surveys American workers on open conversations surrounding money and financial wellness
7 in 10 Americans Suspect They Won’t Receive Social Security Benefits
Only 9% of respondents said they are hopeful the U.S. will solve the funding challenges facing Social Security without reducing benefits, finds PlanGap
Financial Confidence Remains Low Despite Smaller Recession Fears
While four in 10 say the U.S. is in a financial crisis, just 36% believe their finances could endure a recession, finds Nationwide
Plan Participants Want ESG Investments: Natixis
Close to three quarters of survey respondents said they would engage with their workplace retirement plan if their employer offered investments in companies with good ESG practices
Millennium Trust Adding Auto Portability to its Automatic IRA Rollover Solution
Ready for client testing in June, the network will be open to clients and other portability networks
Self-Directed Investors Don’t Understand Digital Advice: J.D. Power
While Gen Z and Millennial investors report interest in robo-advice, just 22% of do-it-yourself investors say they understand the technology
Employers Can Lessen Workforce Stress and Strains: Mercer
While close to half of the global workforce reports feeling stressed, almost 70% believe their employer would support them when needed, finds Mercer
Americans Are Increasingly Worried Over Healthcare Costs
As more U.S. workers list healthcare costs as a top concern, Fidelity finds a higher number of workers with HDHPs are opening HSAs
Gig Workers Rely on Personal Savings to Fund Retirement
77% of the gig workers surveyed said they would fund retirement income with their personal savings