Tag: Personalization in DC

The era of one-size-fits-all benefits may be fading, but it is far from gone.

Increased adoption of in-plan retirement income solutions; expanded access to new workplace plans; and growth in pre-retiree education programming are...

New tools add immediacy and specificity to communications with participants.

Employers are warming up to artificial intelligence in retirement planning, but its use remains in the early stages.

Focus is shifting to cybersecurity from cost-cutting as demands on spending change.

Cerulli found that UMA and SMA programs are poised for robust growth, as the industry moves toward personalization and consolidation.

When evaluating the array of benefits in the marketplace, plan sponsors must balance cost with the need to attract and...

Implementation is still gaining steam for 2024 provisions such as offering additional emergency savings options and a match for student...

Research shows how advice and recommendation needs are likely to be increasingly varied among investors as they age. 

With their ability to provide personalized advice, managed accounts have become a more attractive retirement income solution, but the high...

A review of topics plan sponsors should consider as they review their plans before the 2024 enrollment season.

Young 401(k) participants were the most likely to share personal information to help tailor their retirement investments to their needs...

Looking ahead to next year, Vanguard’s David Stinnett predicts plan sponsors will continue to expand financial wellness programs and will...

Despite the many advantages of managed accounts, plan sponsors still have reservations due to concerns about fees, litigation and participant...

Using data on participants’ attitudes about saving and investing can help plan sponsors create more tailored benefits, according to panelists.

Seeking to win market share to its managed accounts, Voya is pursuing dual QDIAs.