Tag: retirement plan enrollment

Data and Research March 2nd, 2018

Different Nudging Required for Auto Enrollment Plans Than Opt-In Plans

Defaults have a powerful effect on retirement savings behavior, according to the TIAA Institute.

Friday, the Dow closed 84.83 points (0.34%) lower at 25,090.48, the NASDAQ gave up 14.66 points (0.19%) to finish at 7,746.38, and the S&P 500 lost 2.83 points (0.10) to close at 2,779.66. The Russell 2000 shed 0.82 points (0.05%) to 1,683.91, and the Wilshire 5000 lost 29.77 points (0.10%) to finish at 29,036.09.

The price of the 10-year Treasury note was up 5/32, decreasing its yield to 2.919%. The price of the 30-year Treasury bond increased 7/32, bringing its yield down to 3.044%.

WEEK’S WORTH: For the week ending June 15, the Dow lost 0.89%, the NASDAQ climbed 1.32%, and the S&P 500 was up 0.02%. The Russell 2000 finished 0.68% higher, and the Wilshire 5000 increased 0.17%.

Moving From Inertia to Income: Insights Into Delivering Successful Retirement Outcomes New research: Actions you can take to help meet the changing retirement income needs of your clients
Automatic Rollovers: From Footnote to Fiduciary Best Practice Learn how automatic rollovers have evolved, and how they will impact retirement plans in the future.
Conning’s Annual Corporate Pension Review 2017 – A Year of Improvement Gauges current health of U.S. corporate DB pension plans per analysis of plan data 2013-17.
What Retirement Consultants Think Most 401(k) consultants support additional services in plans for retirees.
Minds, Hearts, and Souls: ESG as a Catalyst for Plan Success New research: Actions you can take to meet the changing ESG needs of your participants