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.
Women Scarce Among Mutual Funds Managers
Are female fund managers a dying breed? A new report from Morningstar doesn’t paint a particularly encouraging picture. …
May Was a Bad Month for Active Mutual Fund Managers
Passive strategies pulled ahead in the ongoing “taste great, less filling” debate over management styles. Morningstar reported U.S.…
It’s Official, Target-Date Funds Outperform
Recent Morningstar research has TDF providers popping the bubbly. The Chicago-based research firm released findings from its 2015…
Two Determinants of 401(k) Investment Success: Research Affiliates
Save well when young; allocate well when old (or rather, not young). Both investor contributions and investment returns…
Americans Lack Distribution Plans for Retirement Savings: Survey
Accumulation is so yesterday; now it’s all about distribution planning, or should be, according to Pentegra Retirement Services.…
Retirement Plan Participants Tend to Stay the Course: ICI Data
Following on the heels of company-specific studies that found similar results, the Investment Company Institute’s (ICI) latest study…
Income Inequality Fueled by DB to DC Switch: Report
Do pension reforms of the past three decades exacerbate income inequality? Does rising income inequality in turn dampen…
Marco Rubio’s 401(k) Folly
Good news, he’s just like us! Bad news, he’s just like us. Sen. Marco Rubio, R-Florida, made headlines…
Few Workers Rebalance their 401(k)s Despite Record High Balances
Despite record-high 401(k) plan balances, few workers are actively managing their portfolios, a new survey from Aon Hewitt…
Almost 40 Percent of Workers Globally Are ‘Habitual’ Retirement Savers
Globally, 39 percent of workers are “habitual savers” who say they always make sure that they are saving…