Trendspotting PLANADVISER January/February 2019

Women Plan to Make Their Money Grow

Still, only 24% say they understand investing

Reported by

Lee Barney

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Data & Research

October 24th, 2024

Increased Share of Workers Credit Employers for Efforts to Reduce Financial Stress

A Schwab survey of 401(k) participants also found increased familiarity with SECURE 2.0 provisions compared with last year.

Deals & People

April 25th, 2024

401GO Raises $12M Series A Funding Led by Next Frontier Capital

Rally Ventures, Impression Ventures and Stout Street Capital contributed to the round, fueling the small plan provider’s growth strategy to...

Client Service

March 29th, 2024

IRA Rollovers Set to Grow, but by How Much?

Experts expect the IRA asset pool of more than $12 trillion to increase from rollovers, but the shift may be...

Trendspotting PLANADVISER January/February 2019

The ‘Volatility’ Conversation

Advisers can help refocus participants on their respective time horizon

Reported by

John Manganaro

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The Markets

April 7th, 2025

First Quarter of 2025 Sees High 401(k) Participant Trading Activity

Alight Solutions found high levels of trading in retirement plans in the first quarter of this year, as 0.77% of...

July 15th, 2024

Investment Advisers Have Election Jitters

Advisers expect the stock market to experience more volatility in 2024 than in the previous year.

Deals & People

April 8th, 2024

Pontera Adds 3 Execs With 401(k) Industry Experience

Firm connecting financial advisers to 401(k) investments brings executives with experience from firms including Edelman Financial Engines, Voya, and Principal.