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.
Only Half of U.S. Singles are Saving for Retirement
Get married and save. That appears to be the message from new research from Mintel. The population of…
August 21, 2015
401(k) Investment Fees in Decade-Long Free Fall
Discover the falling trend of 401(k) fees and how it benefits investors. Learn how 401(k) participants pay less in mutual fund expenses.
August 20, 2015
401(k) Auto-Enrollment Popular With Workers
When it comes to saving for retirement, the desire for 401(k) auto-enrollment is strong, reflecting a “do it…
August 19, 2015
Cambridge Investment Research Launches Fee-Based Retirement Plan Platform
Cambridge Investment Research is delving deeper into the retirement plan space. The Fairfield, Iowa-based broker-dealer announced a new…
August 17, 2015
Advisors Shake Off Interest Rate Fatigue: Fidelity
Interest rates are top of mind for advisors. A new survey from Fidelity Financial Advisor Solutions found that…
August 4, 2015
IRA Investors Surprisingly Unscathed During Financial Crisis: ICI Report
A new report from the Investment Company Institute finds that with $6 trillion in assets at year-end 2013,…
July 27, 2015
Survey: Higher Contributions, Better Balances Among 403(b) Plans
401(k)s’ non-profit cousins are doing well. 403(b) retirement plans saw steady increases in participant contributions, leading to higher…
July 23, 2015
Enrollment Up, but 401(k) Savers Still Off: MassMutual
MassMutual is employing big data in efforts to analyze 401(k) saving habits, and the news isn’t good. The…
July 14, 2015
Fee Pressure: Mutual Fund Company Oversight Increasingly Focused On Payments to Intermediaries
Boston Financial finds that more than half of the respondents (59%) to its 5th Annual Financial Intermediary Administration…
June 29, 2015
From Hippies to Hard-of-Hearing: 46 Years After Woodstock, Baby Boomers Are Playing It Safe
It’s been 46 years since Woodstock, which drew 400,000 young people to upstate New York for three days…
June 28, 2015