Browsing Tag
quarterly report
6 posts
DC Plan Asset Growth in Q1 Outpaces Overall Retirement Asset Gains
ICI data shows defined contribution assets increased 5% during first three months of 2023, compared to a 3.5% rise for total retirement assets
AUM Jumps 15% in 2021 at JPMorgan Asset and Wealth Management
Jamie Dimon says AWM unit “delivered robust results as we saw positive inflows into long-term products of $34 billion across all channels and regions”
Total U.S. Retirement Assets Dip Slightly in Q3
Latest Investment Company Institute data shows half-percent decline to $37.4 trillion as of the end of September
Record 401k Savings Rates, Account Balances Revealed in Fidelity Q2 Retirement Analysis
There’s plenty of good news in Fidelity’s just-released second quarter retirement analysis, including record-high 401k savings rates and…
401(k) Balances Rise Slightly, Contributions Steady in Q3: Fidelity
Despite ongoing market swings and economic uncertainty, average retirement account balances increased slightly in the third quarter, according…
How Often Should 401(k) Advisors Meet With Plan Sponsors?
How often should 401(k) advisors meet with plan sponsors, and what should they include in the quarterly monitoring…