5 Smart New Year’s Resolutions for the Purposeful Investor: Optimize, Don’t Just Accumulate
As 2026 begins, shift your focus from saving to fine-tuning.
401(k)s
More on 401(k)s
As a Higher Earner, Should You Still Make Catch-Up Contributions to Your 401(k)?
There’s no upfront tax break, but a Roth 401(k) has other tax benefits down the road.
What You Need to Know About Higher 401(k) and IRA Caps in 2026
Americans can save more than ever for retirement in 2026, but new IRS rules add fresh planning opportunities and potential pitfalls.
A Hidden Trend Is Changing 401(k) Plans. Here’s What It Means for Investors
New revenue-sharing models are making costs lower, but they are affecting how your target-date fund is managed.
3 Big Changes for Retirement Planning in 2026
Provisions in Secure 2.0, OBBBA affect retirement savers and retirees.
These Are the Funds in Morningstar’s 401(k)
Low-cost funds for the long haul.
As 401(k) Plans Add Private Assets, What Are Investors Really Buying?
New retirement products aimed at small investors may not live up to industry hype.
How to Roll Over an Old 401(k)
Is deciding what to do with an orphan 401(k) on your to-do list? Here are seven steps for getting it done.
What Changes for Your IRA and 401(k) When You Get Married
A newlywed’s guide to retirement accounts and beneficiaries.
Should You Roll Over Your 401(k)? 5 Questions to Ask Yourself Before Deciding
Rolling over your 401(k) to an IRA can be a smart move, but it is not always the right move.
The Key to a Winning 401(k)
Private markets aren’t necessary, but smart savings habits are.
What to Do With Your 401(k) When You Retire
Roll it over or stay put? Six questions to help you decide.
Can a Taxable Account Beat a 401(k)?
Investment quality and expenses, as well as tax costs, are big swing factors.
Is Private Market Investing Coming to Your 401(k)? Here’s What Trump’s Executive Order Could Mean for Investors
Retirement plans will face implementation challenges, but we see the growth potential.
5 Questions to Ask When Taking a Hands-On Approach to Your 401(k)
Selecting your own investments? Here’s what to know before you start.
Most Workers Are Open to Sustainable Investing in Retirement Plans, Survey Shows
Why aren’t they following through? Blame ignorance, shifting views on fiduciary duties.
Video: Should You Have Private Assets in Your 401(k)?
In an interview with Morningstar CEO Kunal Kapoor, Apollo’s Marc Rowan contends that retirement investors can no longer rely on public markets.
Private Equity for Retirement Savers? Change is Coming to 401(k) Plans
President Trump is expected sign an executive order making it easier for retirement plans to add private investments.
Rolling Over Your Roth 401(k)? Here are 4 Must-Know Moves
The timing and method of your Roth 401(k) rollover can affect taxes.
5 Questions About Private Markets and Your 401(k)
Private investments might help in a market downdraft, but you may not see them in your retirement plan anytime soon.
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