Browsing Tag
Participant Outcomes
376 posts
In 401(k) plans, participant outcomes refer to the results or achievements of individual employees who participate in the plan. These outcomes are typically measured by factors such as account balances, retirement readiness, and the impact of plan features (like automatic enrollment or matching contributions) on participant behavior and financial well-being.
Trio of TSP Funds Up Over 15% in 2023
Stock market’s continued momentum in July helps the federal government Thrift Savings Plan’s C Fund rise 20.62% through the first seven months of the year
401(k)s Miss Out on Billions by Not Adding Private Equity, Study Finds
New report says defined contribution plans incorporating PE and real estate investments like defined benefit plans do could add $35 billion a year
Only One TSP Fund Saw Negative Returns in June
The fixed income F fund was the only fund to finish June in red, down 0.36% for the month
6 in 10 Plan Sponsors Want to Retain Participant Assets Post-Retirement
Cerulli finds asset managers respond to demand with increased decumulation product development and distribution efforts
401(k) Gender Savings Gap Still Large, But Smaller for Younger Participants
Bank of America finds that while men’s average account balance exceeds women by 50%, women in younger generations are closing the gap
I Have Seen the Enemy and It Is Us?
Advisor Terry Morgan says advisors overlooking “little” 401(k) participants is a big problem for the retirement industry
Cashout Leakage Alert: Highway Through the ‘Danger Zone’
New research reveals a 401(k) cashout leakage “danger zone” for participants in their 30s
2023 Morningstar Awards for Investing Excellence Finalists Revealed
Winners in the “Outstanding Portfolio Manager” and “Exemplary Stewardship” categories will be announced March 21
TSP Rings in the New Year with Bleak Performance
The Thrift Savings Plan saw yet another dismal performance to close out 2022, with the lowest performance down 26%
The Great Debate: Target Date Funds vs. Managed Accounts
Ron Surz shares key points from this week’s Retireholics “Tall can Talks” debate about which is the better QDIA option