Browsing Tag
Capitalize
13 posts
Capitalize, Human Interest Make ‘Most Innovative Companies’ List
401(k)-focused firms named to prestigious Fast Company 2025 rankings of companies reshaping industries
Capitalize and Public to Offer 401(k) Rollover Solution
The offering will be available to U.S. Public members in the weeks ahead
Capitalize Digital Rollover Tech Coming to Webull Platform
Capitalize’s Rollover API will allow users to seamlessly transfer legacy 401(k)s into Webull retirement accounts
Outdated 401(k) Rollover Processes Challenge, Frustrate Retirement Savers
New data from Capitalize highlights problems including most users being unable to complete a rollover unassisted and nearly half dealing with a paper check
Corporate Roundup: Capitalize Secures $19M, Empower, Miami Dolphins Partnership
The latest news from Capitalize, Empower, ShareBuilder 401k and The Standard
Access to 401(k)s Surges Past 70 Million in 2023: Capitalize
New Capitalize 401(k) Statistics Tracker finds 6 in 10 U.S. workers now have access to a 401(k) at work
How to Find—And Claim—A Lost 401(k)
With $1.65 trillion in assets floating around in close to 30 million forgotten or left-behind 401(k) accounts in the U.S., here’s the story behind the issue and steps to take to track them down
Forgotten 401(k) Accounts Hit $1.65 Trillion in Assets
The updated analysis from Capitalize finds forgotten accounts have grown by 20% in the last two years
401(k) Advice a Key Part of ‘Offboarding’ Process
Amid “Great Resignation,” helping departing employees transfer their retirement plan assets leads to positive exits, new research finds
Americans Warming Up to Crypto for Retirement?
New poll from Capitalize finds 61% of employees—but only 46.5% of financial advisors—believe cryptocurrency is a strong long-term investment