Browsing Tag
retirement assets
13 posts
Passive Funds Exceed Active Among ETFs, Mutual Funds
Passively managed ETF funds outperformed actively managed funds by $100 billion, reports Cerulli
U.S. Retirement Assets Hit $37.8T
The Congressional Research Service found that total real retirement assets grew by 13.3% from 2013 to 2022
401(k) Assets Top $7 Trillion at 2023 Mid-Point
Quarterly ICI data released Thursday shows 4.1% increase during second quarter while total U.S. retirement assets approach $37 trillion
OneDigital Partners with Pontera to Help Participants with Their 401(k)s
Partnership announced today enables wealth managers to offer premium in-plan guidance to clients
Total Retirement Assets Fell in Q3 2022
Recently published ICI data finds U.S. retirement assets fell 4.5% from the second quarter of 2022
New Slott-Levine Podcast Debates Both Sides of the Retirement Coin
Ed Slott and Jeffrey Levine’s new podcast show will discuss different angles of popular retirement planning topics and issues
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
Mass Affluent Ranks Drop During COVID
Households with $5 million-plus in investable assets grabbed over 80% of the COVID market runup, while mass affluent…
Where America’s 401(k) Assets Sat in the Second Quarter
Overall retirement assets were $31.9 trillion as of June 30, up 11.2% from March, the Investment Company Institute…
Most 401k Participants Would Leave Assets in Plan
RIP rollovers? A recent survey from T. Rowe Price found that the overwhelming majority of 401k participants expressed…