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.
Fatherhood Factor: The Hartford Survey Finds Half of Gen Y Dads Take Time Off After Baby
With Fathers’ Day just around the corner, it’s good to see men are stepping up. Millennial men (18-33)…
Some Millionaires Living Paycheck to Paycheck
According to a new wealth study from MaritzCX, one in five mass affluent investors and one in 10…
Squeamish Mutual Fund Managers Get Axed Quicker: Study
As Nobel Prize winner Daniel Kahneman reported years ago, experimental and empirical evidence suggests that economic agents are…
United States, Korea Top-Ranked Countries for Investor Friendliness
U-S-A! U-S-A! Morningstar researchers identified Korea and the United States as the most investor-friendly markets and China the…
Market Timing Not an Issue For 401(k)s: GAO
It’s time to bury the past, especially when it comes to the market timing mutual fund scandals last…
Advisors Anxious About Market Slowdown in 2015: SEI Survey
As if there wasn’t enough conflicting information already, after nearly six years of solid growth, advisors are reporting…
64% Expect Up Year for U.S. Stocks in 2015: Survey
According to the latest Global Investor Sentiment Survey from Franklin Templeton Investments, 64 percent of investors in the…
Two out of three Americans Expect to Stress about Retirement Income
Are they stressed about being stressed? Two out of three Americans (66 percent) expect to be stressed about money…
4 Increasing Risks Posed By Mutual Funds: IMF
Sometimes, it makes you wonder why they even bother. Apparently, a recent survey from the International Monetary Fund…
A Picture of 401(k) Participants by Age: ICI
How well do you know the participants in the plans on which you advise? The sheer number would…