Browsing Tag
retirement assets
19 posts
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
December 15, 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
November 3, 2022
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
December 22, 2021
Mass Affluent Ranks Drop During COVID
Mass affluent wealth households declined as the COVID market runup boosted $5M-plus investors, reshaping U.S. wealth concentration.
July 15, 2021
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…
September 24, 2020
Most 401(k) Participants Would Leave Assets in Plan
RIP rollovers? A recent survey from T. Rowe Price found that the overwhelming majority of 401(k) participants expressed…
June 24, 2020
Most and Least Expensive States for Retirement 2020
A look at the five most and least expensive states for a comfortable retirement, as ranked by howmuch.net, show Hawaii and Mississippi at the extremes.
May 18, 2020
Got $1 Million for Retirement? Move Here, Not There
If you have 401k plan participants who plan on retiring when they hit that old “magic number” of…
March 3, 2020
Global Retirement Assets Bounce Back—Big Time
Strong equity gains in some of the largest markets worldwide caused global retirement assets to soar in 2019. Here's why.
February 12, 2020