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.
The Benefits of a ‘Golden Girls’ Retirement Plan
And maybe M*A*S*H can help with your medical questions… Certified Financial Planner David Rae, who specializes in retirement…
401(k) Participation Among Millennials Makes Major Jump
Maybe they know a thing or two after all. In 2014, 64 percent more workforce Millennials started contributing…
Boomers Are Returning to Work, But Not for Pay
A new study from Bankers Life Center for a Secure Retirement finds that “72 percent of America’s retired…
Boomers’ Confidence in Secure Retirement Sinks to Five-Year Low
Boomer confidence isn’t… well, booming. The Insured Retirement Institute (IRI) released a research in mid-April report that found…
More Americans Expect to Heavily Rely on Social Security in Retirement
Here’s yet another reason to ensure plan participants save all they can. The Gallup organization reports that although…
Morningstar Study Shows Investors Are Choosing Low-Cost Fund Options
Investors are cheap—at least that what Morningstar found in its latest study of the always controversial low-cost index…
Large Percentage of Workers Not Saving for Retirement: Edward Jones
What’s depressing for some should be sheer joy for retirement plan advisors in the 401(k) space due to…
Industry Heavyweights Sound Alarm on 401(k) Balances
It’s not the message but the messenger. The fact that an overwhelming number of American workers are unprepared…
401(k) Leakage a Major Problem for Plan Participants: Report
Lock it up and leave it alone. That’s the core advice from a new issue brief and working…