ALM’s Judy Diamond Associates Data Finds Increase in Both Employer and Employee 401(k) Contributions from 2012 to 2013

Washington, D.C. – May 12, 2015 – ALM’s 401(k) intelligence provider Judy Diamond Associates has completed a comparative analysis of 401(k) plan contributions among both employers and employees in 2012 and 2013, the most recent year for which data is available. This research shows that together, employers and employees contributed a total of $13 billion more in 2013 than in 2012, a 5 percent year-over-year increase. Larger contributions from both employees and employers will positively impact employee’s goals to reach their target savings rates ...
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ALM’s Judy Diamond Associates Uncovers Data Showing Decrease in Launches of New 401(k) Plans

Washington, D.C. – April 16, 2015 – ALM’s 401(k) intelligence provider Judy Diamond Associates has completed an analysis of new 401(k) plans launched in 2013, the most recent year for which data is available, and discovered that substantially fewer new plans launched in 2013 than in 2012 possibly meaning fewer people are starting businesses or new businesses find 401(k) plans a luxury they cannot afford ...
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Are Mutual Funds Active Voters?

April 9, 2015 Mutual funds vary greatly in their reliance on proxy advisory recommendations. Over 25% of funds rely almost entirely on ISS recommendations, while other funds place little weight on them. Funds with higher benefits and lower costs of researching items up for vote are less likely to rely on ISS. These actively voting funds are less likely vote in a 'one size fits all' manner and they earn higher alphas, consistent with benefits from this allocation of resources. For the underlying firms, the presence of actively voting funds mitigates the influence of ISS and helps sway shareholder votes ...
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The Other 1%: Judy Diamond Associates Analysis Reveals Top 1% of Plans Hold 71% of all 401(k) Assets Nationwide

Washington, D.C., February 12, 2015 – Judy Diamond Associates, a 401(k) intelligence provider, today released an analysis of the distribution of plan assets nationwide, revealing that the top 1% of 401(k) plans hold 71% of all 401(k) assets ...
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Judy Diamond’s Annual “Worst States for your 401(k)” List Names Arizona, Nevada, Utah, Florida and Tennessee as Bottom 5

Washington, D.C., January 27, 2015 – Judy Diamond Associates, the leading 401(k) plan intelligence provider, today released an analysis of the worst states in which to have a 401(k) plan ...
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