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September 2022: Susan's Monthly Newsletter

How Are 401(k) Plan Participants Investing Their Money?

Created in 1996, National 401(k) Day has historically been celebrated on the Friday following Labor Day to shine a spotlight on this important employee benefit. Since the late 1990s, plans have evolved substantially, and most participants can now choose from a diverse variety of investments. The chart below shows how 401(k) and profit-sharing funds were invested in 2020.

 

Also in this issue:

  • How Much Life Insurance Do You Need?
  • Passive, Active, or Both?
  • Building Financial Resilience

To download the complete pdf click here.