Studying 2.7 million workers’ 401(k) accounts, ICI and EBRI found a median balance of 25.9% annualized increase from 2019 to 2023. A new report from the Investment Company Institute and the Employee ...
As expected, net worth improves with age. There's one obviously important high-growth time of life, though.
The market for 401(k) plans with less than $5 million in assets is poised to hit 1 million plans by the end of the decade, with wealth advisers poised to capitalize, according to Cerulli. Cerulli ...
A surge in micro 401(k) plans is poised to reshape the US retirement landscape, with advisors expected to play a pivotal role in guiding small businesses through a period of rapid expansion. According ...
Drawing on a decade of 401(k) plan data, this analysis examines the changing composition of core menu allocations.
For years, the vast potential of private market investments has largely been out of reach for the everyday investor. Not only are these opportunities potentially lucrative (while not without risk), ...
Whether you're on the verge of retirement or decades away, growing your 401(k) balance is one of the best ways to improve your financial security over the long term. But it's often easier said than ...
Adding private assets to 401((k)) retirement plans could bolster U.S. alternative investment managers' ratings profiles, but also carries some offsetting factors, Fitch Ratings said in a recent report ...