Browsing Tag
Forgotten 401(k)
10 posts
‘Forgotten’ Accounts: Forget Hyperbole, Here’s a Solution
Tom Hawkins makes the case for an optimal solution to problem of left-behind accounts
November 4, 2025
Should They Stay or Should They Go?
When it comes to 401(k) participants no longer working at a company, Innovest’s Kyli Soto and Troy Jensen take inspiration from The Clash classic in suggesting why plan sponsors might want to provide nudge toward moving those assets out of plan
December 4, 2023
Why the Future is Now Brighter for Small-Balance Retirement Accounts
Tom Hawkins explains two key developments that dramatically improve the outlook for retirement accounts with small balances
August 11, 2023
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
June 15, 2023
Dialing Up the Intensity of Missing Participant Searches
Understanding how (and when) to increase the intensity of a missing participant search is vital to fulfilling a plan sponsor’s fiduciary duty
February 2, 2023
Why Missing 401(k) Participants Are So Misunderstood
When the problem of missing participants is reduced, everyone stands to benefit
July 12, 2022
The ‘Fix’ for Missing 401k Participants and Forgotten Accounts
Auto portability’s active measures stand in contrast to more reactive approaches,
February 3, 2022
401(k) Retirement Savings: More Gone Than Forgotten
Forgotten 401(k) accounts are less harmful than cashout leakage. Learn why solving the real issue protects retirement savings.
June 15, 2021
More Than a Trillion Dollars Stuck in ‘Forgotten’ 401(k)s
Nearly 25 million forgotten 401k accounts amount to nearly $1.35 trillion of assets, according to new white paper from Capitalize.
June 2, 2021
What to do About ‘Forgotten’ 401(k) Target Date Fund Participants
Should participants only be invested in one target-date fund for the product to work effectively in providing successful…
March 9, 2020