Browsing Tag
research
32 posts
What Will DC Retirement Plans Look Like in 2025?
In a post-defined benefit (DB) pensions world, defined contribution (DC) plans—historically only used to supplement a monthly pension—have…
10 Big, Bold Predictions for 2020 from Nuveen’s Bob Doll
It’s that time of year. Pundit and prognosticator Bob Doll, senior portfolio manager and chief equity strategist with…
5 Important Points About 401k Plan Fees
The Investment Company Institute is out with a roundup of its 401k research, which highlights five points—we’ll call…
Do Massive Equity Outflows Signal Tough Times Ahead?
Passive U.S. equity funds saw $6.6 billion in inflows while active U.S. equity funds had $23.5 billion in…
Get Out! Are Older Workers a Help or Hindrance?
Fifty-three percent of Americans age 50 and older say that people staying in the workforce past 65 is…
4 Most Common Biases Seen in 401(k) Participants
It’s America Saves Week, and many people are focused on their financial futures. With regard to retirement planning…
Small Toy, Big Return: Legos in the 401(k) Investment Menu?
Should you be including Lego toys in your 401(k) plan investment menu (no, seriously)? According to a study…
How Trust in Financial Institutions Affects Retirement Plan Participation
“Most workers at small to mid-size businesses trust information from their banks and credit unions, but those who…
Friend or Financial Expert—Who Gives Better 401k Advice?
Sounds crazy (and hardly surprising), but too many participants get their financial advice from family and friends with…
How to Use Behavioral Economics to Boost Successful 401k Sales—Excel 401(k): The Advisors’ Conference
How do you use behavioral finance concepts to give you an edge when competing for new clients or retaining…