Browsing Tag
Capitalize
10 posts
Outdated 401(k) Rollover Processes Challenge, Frustrate Retirement Savers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
Bankrate Users Gain Access to Capitalize 401k Rollover Platform
A new deal announced June 24 opens the door for Bankrate users and members to have direct, complimentary…
More Than a Trillion Dollars Stuck in ‘Forgotten’ 401ks
By the end of 2021, there will be an estimated 25 million “forgotten” 401k accounts in the U.S.,…
New Platform Aims to ‘Capitalize’ on 401k Consolidation Opportunity
A new independent platform to transfer retirement assets called “Capitalize” aims to solve one of the biggest problems…