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Publisher: 401(k) Specialist
Despite Volatility, Average 401k Contribution Rates Remain Stable - 401(k) Specialist
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Publisher: SHRM
Employee Benefits Survey - Executive Summary
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Publisher: SSA
The 2022 OASDI Trustees Report
2022 Trustees Report shows as of right now, Social Security will be able to pay scheduled benefits until 2034—one year later than reported last year.2022 Trustees Report shows as of right now, Social Security will be able to pay scheduled benefits until 2034—one year later than reported last year. -
Publisher: Employee Benefit News
Popular retirement funds are getting hammered as tech stocks plunge
Recent market volatility could present an opportunity for #millennial investors. #InvestingMany popular funds in workplace retirement savings plans are down more than 13% so far this year.Recent market volatility could present an opportunity for #millennial investors. #InvestingMany popular funds in workplace retirement savings plans are down more than 13% so far this year. -
Publisher: PLANSPONSOR
401(k) Trading Slows as Investors Remain Cautious
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Publisher: SHRM
401(k) Auto-Enrollment Proves Popular
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Publisher: The National Law Review
DOL Release Warns About Cryptocurrency in 401(K) Plans
EXECUTIVE SUMMARY The Department of Labor (DOL) recently issued a Release that warns about cryptocurrency use in 401(k) plans. The Release raises a number of concerns, including troubling implications.EXECUTIVE SUMMARY The Department of Labor (DOL) recently issued a Release that warns about cryptocurrency use in 401(k) plans. The Release raises a number of concerns, including troubling implications. -
Publisher: 401K Specialist
Bill to Create 'Starter 401ks' Introduced in Senate
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Publisher: Investment Company Institute
Release: Quarterly Retirement Market Data, Fourth Quarter 2021
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Publisher: NAPA
2022: The Next Evolution of DC Plans Survey
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Publisher: Congressional Research Service
Using Retirement Account Features for Short-Term Savings
Emergency funds are a new and important part of benefit packages - how can employers use workplace retirement plans to help employees build these?Emergency funds are a new and important part of benefit packages - how can employers use workplace retirement plans to help employees build these? -
Publisher: Congressional Research Service
Using Retirement Account Features for Short-term Savings
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Publisher: Franklin Templeton
Voice of the American Worker Survey
This survey sponsored by Franklin Templeton was started with the goal of understanding the perspective of the modern American worker. 55% of employees want their employer to personalize their retirement benefits. They are also highly interested in f...This survey sponsored by Franklin Templeton was started with the goal of understanding the perspective of the modern American worker. 55% of employees want their employer to personalize their retirement benefits. They are also highly interested in f... -
Publisher: AllianceBernstein
Inside the Minds of Plan Participants
6 out of 10 participants don't understand what the "date" means in a Target Date Fund. AllianceBernstein's latest study dives into employee insights about their retirement savings6 out of 10 participants don't understand what the "date" means in a Target Date Fund. AllianceBernstein's latest study dives into employee insights about their retirement savings -
Publisher: Dufek and Co
401(k) Audit Blog
New audit standards for filing Form 5500 from a CPA firm specializing in 401(k) audits. Discusses areas of frequent non-compliance and offers proactive suggestions.New audit standards for filing Form 5500 from a CPA firm specializing in 401(k) audits. Discusses areas of frequent non-compliance and offers proactive suggestions. -
Publisher: 401K Specialist
IRS Finally Clarifies 401k RMD Calculations in Proposed Rule
On Wednesday, the IRS released proposed regulations to implement the SECURE Act’s age increase to RMD from qualified retirement accounts. IRS provides additional clarification on 401(k) Required Minimum Distribution calculations in the proposed ru...On Wednesday, the IRS released proposed regulations to implement the SECURE Act’s age increase to RMD from qualified retirement accounts. IRS provides additional clarification on 401(k) Required Minimum Distribution calculations in the proposed ru... -
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Publisher: John Hancock
Financial stress survey during COVID-19
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Publisher: TIAA
TIAA 2022 Financial Wellness Survey
59% of Americans report some or a great deal of stress regarding their finances. Insights on the future of savings in the workplace from the TIAA 2022 Financial Wellness Survey.59% of Americans report some or a great deal of stress regarding their finances. Insights on the future of savings in the workplace from the TIAA 2022 Financial Wellness Survey. -
Publisher: Personal Capital
2022 Wealth & Wellness Index
The new Wealth & Wellness Index explores Americans' sense of financial confidence and provides a framework for developing financial health. The State of American Financial Confidence, Now & in the FutureThe new Wealth & Wellness Index explores Americans' sense of financial confidence and provides a framework for developing financial health. The State of American Financial Confidence, Now & in the Future
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