Tag: Auto Escalation

Report concludes the accounts' benefits are most significant in plans that have lower defaults, no escalation.

Annuities may be a hot topic, but sponsors can add the most value to plans by incorporating features like auto-enrollment...

The bill will likely have to be added to a budget bill early in 2024 to pass.

The bill would have a 5% match and be administered by the Department of the Treasury.

Plan sponsors have increased their focus on delivering expanded benefits and employee financial wellness programs in defined contribution plans, according...

The proposed bill clarifies the ability of employers to automatically reenroll workers who had previously opted out of contributing to...

Plan sponsors have driven plan participation in the last 15 years to a record high in 2022, Vanguard reports.  

Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.

An annual American Century Investments survey revealed a major increase in acceptance and expectation of employers pushing employees to save...

America has a retirement crisis, and SECURE 2.0 takes some important steps to address it, but they are not enough. 

SECURE 2.0 creates new tax credits and requires automatic features that will shape plan creation going forward.

Re-enrollment and auto-sweeps can result in greater savings rates.

A longer window for workers to opt out of contributing to a retirement plan can harm participation, the research shows....

The 50 largest Northern Trust Asset Management plan sponsors are using auto-escalation to boost savings, but they are not focused...

Gen Z women surpass the men in accumulated retirement savings with higher account balances on average, says a new report.

Vanguard's annual report credits measures such as automatic escalation for helping to keep participants saving through COVID-19.

Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.

Participation rates were nearly 96% higher for plans—a difference of 40 percentage points—with auto enrollment; the usage of auto escalation...