Plan Progress Webinar: Elements to Help Participants Prepare for Retirement
Auto-escalation can help participants save sufficiently to create a reliable stream of income in retirement.
Tag: automatic enrollment
PSNC 2022: Defining and Measuring Retirement Program Success
While each employer defines and measures retirement program success differently, plan sponsors have a goal in common
Securing a Strong Retirement Act Easily Passes House Vote
Supporters say the ambitious legislation package would expand retirement plan coverage and deliver benefits to relieve anxiety about having secure...
Auto Re-enroll Bill Seeks to Improve Workers’ Long-Term Financial Stability
The bill would encourage plan sponsors to re-enroll nonparticipants at least once every three years.
Reframing Participant Communications Is Key for Plan Sponsors to Boost Retirement Savings
A panel of retirement researchers examined participant behaviors that can assist with or deter workers from achieving optimal savings outcomes.
DC Plan Design Can Be Creatively Used to Get Participants Back on Track
Dr. Shlomo Benartzi says the pandemic is a perfect time to use plan design features that tap into behavioral science.
2021’s Retirement Legislation Wishlist Left Unfulfilled
Retirement plan industry lobbyists and advocates hoped 2021 would deliver another much-needed round of reforms building on the SECURE Act...
Retirement Reforms Included in Key House Committee Budget Language
Legislation drafted as part of the Congressional budget reconciliation process includes a broad mandate for employers to offer retirement plans,...
Benefits |
PSNC 2021: Helping Participants ‘Reset’
How plan sponsors can get participants back into a saving mode after a rough year.
House Education and Labor Committee Debates SECURE 2.0
Another House committee has held a hearing on the popular ‘SECURE 2.0’ legislation, setting the stage for a full floor...
What Advisers Would Like Plan Sponsors to Better Understand
Advisers wish fiduciary responsibilities were more top-of-mind for committees and that sponsors would better define what success means for their...
Senators, Industry Reps Discuss Coverage Gap Solutions
Speakers at a Senate HELP Committee hearing highlighted how the defined contribution plan coverage gap is the most severe for...
Can Plan Sponsors Limit the Automatic Enrollment Opt-Out Period?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Help for Employees Falling Behind on Retirement Savings
Educating employees about the power of time on their savings, encouraging them to log into their retirement plan accounts and...
Plan Sponsors Making Plan Changes to Help Employees Save More
They are turning to plan advisers for help with making plan design and investment changes.
Small Business Employees Benefiting From Enhanced DC Plan Design
The adoption of enhanced defined contribution (DC) plan features has led to increased plan participation and optimized portfolio construction for...
Sponsors of Fully Automated Retirement Plans Feel They Are Reaching Goals
Seventy percent think their approach will help employees retire at their targeted retirement age, compared to only 43% of plan...
Automation Helps Asset Managers’ DC Plans Outperform
While retirement plans offered to the employees of asset managers have benefited strongly from auto-enrollment, investment providers have not fully...
Opinions |
Using Automatic Features to Maximize Participant Success
Andrew Zito, with LAMCO Advisory Group, discusses common criticisms of plan sponsors when considering auto features and ways they can...
Fidelity Analysis Shows Advantage of Long-Term Investing for Retirement
In the decade following the Great Recession of 2008, for participants who remained invested in their 401(k)s, overall, average balances...