New Automatic Enrollment for Trump Accounts Proposed
The proposal from IRS and Treasury would enable automatic account creation by the Treasury secretary.
Tag: Auto Enrollment
Vanguard Finds Most DC Participants Invest in 1 Fund
The recordkeeper found target-date funds and automatic enrollment are key factors in simplifying investment options.
Is Auto Enrollment Required in a 401(k) Replacing a Terminated 403(b) Plan?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Delaware Auto-Enrollment Bill Passes Legislature
According to the National Association of Government Defined Contribution Administrators, 15 states currently allow for some automatic enrollment.
Benefits |
Managed Accounts Can Improve Savings Outcomes, Morningstar Finds
Report concludes the accounts' benefits are most significant in plans that have lower defaults, no escalation.
Plan Sponsors Doubt Employee Retirement Readiness at Unprecedented Levels
Retirement savers’ confidence is up, but their employers do not have the same faith.
Senators Introduce Legislation to Increase Retirement Savings Participation
The bill would allow periodic automatic reenrollment in workplace retirement plans for workers who opt out of contributions.
Public Sector Employees Favor Default Investment Offerings
MissionSquare findings emphasize the importance of well-designed default options in securing retirement outcomes.
Benefits |
SECURE 2.0: What’s Effective This Year and What Plan Sponsors Need for 2026
While implementing SECURE 2.0 provisions effective 2025, plan sponsors prepare for a big change next year.
Do New-Plan Auto-Enrollment Rules Apply to Existing Employees?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Treasury, IRS Issue Proposed Regulations on SECURE 2.0 Provisions
The agencies proposed guidance on how plan administrators can comply with the Roth catch-up rule that begins in 2026 and,...
Auto-Enrollment Significantly Drives Equity in Retirement Savings
Vanguard research ‘forcefully shows’ modern plan design features like automatic enrollment promote retirement savings participation across racial and ethnic backgrounds....
Benefits |
Design Options: Building Strong Retirement Plans
Retirement plan designs that include features and investment options incorporating retirement income into defined contribution plans are a 'good starting...
Benefits |
Dawn Foods Boosts Employer 401(k) Matching Contribution
Michigan-based Dawn Foods Inc. changed its contribution matching formula to increase the total and reduce participants’ confusion.
How Sponsors Can Get the Most out of DC Plan Design Changes
Annuities may be a hot topic, but sponsors can add the most value to plans by incorporating features like auto-enrollment...
Benefits |
Plan Progress Webinar Series: Plan Benchmarking
Using retirement plan data and a mission statement to define and measure success.
SECURE 2.0 Corrections Drafted by Congress
The bill will likely have to be added to a budget bill early in 2024 to pass.
Benefits |
‘Total Financial Wellness’ Expected to Increase in 2024
Looking ahead to next year, Vanguard’s David Stinnett predicts plan sponsors will continue to expand financial wellness programs and will...
Benefits |
Workers’ Retirement Savings Are Boosted By Access to Savings Tools
BlackRock and Human Interest found that the lack of access to a retirement plan is a ‘crucial’ factor to preventing...
Examining the Effects of Changes to UK Auto-Enrollment
A study examined what would happen if the minimum earning threshold for UK auto-enrollment was removed, identifying positive and negative...