Very few individual company 401(k) retirement plan participants ever take the time to review their investment management decisions. They have no idea what worked, and what did not work, over the previous calendar year. Your year-end 2016 company 401(k) retirement plan...
Last week, Forbes had a great article that summarized a survey on company 401(k) retirement plan rollovers. The article was titled, “This Is What Happens To 401(k) Assets When Americans Retire.” The survey quoted in the article was released by The American College of...
As 2017 begins, I found a great article at The Wall Street Journal web site today about the sad state of affairs regarding company 401(k) retirement plan accounts. Timothy W. Martin did a great job in his reporting of a brief history of the company 401(k) retirement...
The annual New Year’s Resolution Survey was released recently by Allianz Life. The results were as expected. Stress and anxiety regarding personal finances top the list of individual investor concerns. One surprise in the survey results revealed that more individual...
I just found a copy of the 2016 Retirement Preparedness Study from Prudential Investments. The readers of this blog post may have an interest in a quick summary of the results. Nearly two-thirds (64%) are overwhelmed by the number of financial product choices. Over...
