Some of the biggest actively managed funds in 401(k)s are outperforming thanks to a comeback in tech stocks.
A spending bill signed by President Biden includes expanded access to retirement plans and new rules for 529 accounts.
Inflation and rising interest rates whacked both bonds and equities in 2022. Will next year be different?
The U.S. was already facing a retirement crisis. Now balances in retirement plans have shrunk.
Boosting the percentage of stocks in a portfolio above 50% won't have much impact on starting safe withdrawal rate.
The company will match 1% of IRA contributions.
For now, the overall percentage of savers withdrawing money for sudden hardships remains low, rising to 1.3%.
Many funds down double-digits this year will distribute capital gains to shareholders, with some as high as 40% or more of their NAV.
Here's a rundown of common employee benefits and what financial planners recommend.
Meta, Amazon and Apple are big holdings in the nation's most popular retirement funds.