Insights
Insights
Making Mistakes
Uncommon plan errors
Issue Intro
Issue Intro
Watching the Store
Protecting against plan errors means establishing internal controls and documentation processed that...
Survey Says
Survey Says
Financial Ed in the Workplace
Does your firm provide employees with overall financial education?
Tidbits |
A Break from the Grind
Quotes, survey statistics and musings to use in employee communications or just for a break from the grind.
TDF Focus |
The Aggregation Effect
This effect is apparent when measuring average performance of target-date funds against two different metrics
Washington Update |
Rules and Regulations
Summaries of the latest news from Washington and the courts—what's coming, what's contemplated and what's critical for plan sponsors to know.
UpFront |
Re-Enrollments Poorly Leveraged
Which best describes your view regarding a one-time re-enrollment of all participant accounts?44% have considered, but did not implement because:Felt we would get too much pushback from employees14%Felt...
UpFront |
Hitting Pause
According to a recent survey, people hamstrung by a lack of savings are delaying a wide number of major life events. 24% are putting off higher education;22% are...
UpFront |
Financial Wellness for All
Many plan sponsors assume it’s just high-tech companies or organizations with ample money to spend on benefits that take an interest in participant financial wellness programs—not true. According...
UpFront |
The Self-Directed Option
Demographics of participants using brokerage accounts differ from those of other Vanguard participants on a number of attributes. BrokerageParticipantsAll ParticipantsMedian age5246Median tenure157Percentage male80%59%Median account balance$262,446 $29,603 Median equity allocation83%83%Median...