68% of automatic rollover IRAs lost value in a year
An EBRI and PensionBee whitepaper estimates up to 13 million accounts holding as much as $43 billion, with $100 opening fees and $5 monthly maintenance.
Capital Group adds retirement income to target-date funds; HSA invested balances top $100 billion
Capital Group's framework models fixed 4% to 4.5% and variable 5% to 5.5% withdrawal ranges, and a Morgan Stanley poll finds 45% of sponsors rank 401(k) education among top three concerns.
Oct 22