401(k)

Retirement Upside

Clients Have Retirement Savings Plans. Withdrawal Plans? Not So Much

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Only 22% of workers have given serious thought to their 401(k) withdrawal strategy, according to a new survey from TIAA and Nuveen.

2 min read

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Retirement Upside

Why the Gen Z Dating Scene Is All About Retirement

Survey data shows many Gen Zers are seeking partners who are smart with money, a reflection of current economic reality for young Americans.

2 min read
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Advisor Upside

Clients May Have More Stashed in 401(k)s Than You Think

Average account balances have reached record highs, according to Vanguard’s annual report published this week.

1 min read
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Retirement Upside

Nearly 1 in 5 Couples Leave Money on the Table in Retirement Plan Matches

They’re foregoing an average of $757 per year, the Center for Retirement Research recently found.

2 min read

Retirement Upside

DOL’s Private Assets in 401(k)s Proposal Draws 40,000 Comment Letters

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Views on the proposal are complicated and decidedly mixed, including within the financial services industry itself.

2 min read

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Retirement Upside

Retirement Anxiety Is Real, But Confidence Is Growing

Fidelity IRA contributions jumped 29% year over year in the first quarter, a record increase.

2 min read
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Retirement Upside

Most 401(k) Holders Don’t Seek Help from Plan Advisors (But They Want It)

There are plenty of opportunities for advisors as Americans seek out more personalized recommendations.

1 min read
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Retirement Upside

How State Auto-IRAs Are Changing Retirement Savings

Total assets in the programs reached more than $3 billion at the end of April.

2 min read

Retirement Upside

America’s Small Businesses Are Booming, Just Not Their Retirement Plans

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Many small business owners feel like they don’t have the time or money required to offer a retirement plan.

1 min read

Retirement Upside

Ex-EBSA Head Lisa Gomez on 401(k) Trends, Fidelity-Pontera Dispute

Photo via Collaborative Consulting Solutions

Substantial strides have been made in plan design and governance, but a big advice gap continues to stymie retirement savers.

5 min read

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