Tag: automatic enrollment

Andrew Zito, with LAMCO Advisory Group, discusses common criticisms of plan sponsors when considering auto features and ways they can...

In the decade following the Great Recession of 2008, for participants who remained invested in their 401(k)s, overall, average balances...

Researchers’ findings suggest “that an equivalent reform in the United States could generate a sizeable increase in retirement plan participation,...

A report from Aegon discusses retirement planning habits of workers in physically demanding jobs and how plan sponsors can help...

Experts discuss how plan sponsors can get participants out of retirement savings "ruts" and get them to engage more with...

Among other things, comments are invited on ways to minimize the burden of the collection of information on respondents, including...

Long-term 401(k) participation, savings and investing trends have also been positive, due in no small part to automatic plan features,...

Results of a new Pew survey show about four in 10 non-investing individuals who express distrust in their primary financial...

Among some 50 other provisions aimed at improving retirement readiness in the U.S., the bill substantially increases the tax credit...

J.P. Morgan makes recommendations for plan design and TDFs based on savings and withdrawal behaviors it analyzed.

The availability of Roth contributions has doubled in the last decade, and more plan sponsors are using a default deferral...

Now that automatic and default features have gained widespread acceptance in DC retirement plans, it may be time to consider...

Willis Towers Watson offers nine actions for DC plan sponsors to mitigate risks in 2019.

Setting defaults too low, choosing the wrong default investment and offering company stock as an investment option could result in...

In addition, to help employees reduce their debt stress and maximize their retirement plan savings, more employers are developing financial...

The Standard recommends automatic plan features as well as managed accounts.

“We are a church 403(b) plan sponsor, whose headquarters is in a state that requires consent of the employee prior...

Only 33% of Americans are comfortable with their retirement readiness level.

More are using automatic plan features, fiduciary advisers and investment policy statements, PSCA finds.

Many participants see the match percentage as a suggestion for how much to save; the majority of participants support automatic...