Tag: Auto Enrollment

Vanguard research ‘forcefully shows’ modern plan design features like automatic enrollment promote retirement savings participation across racial and ethnic backgrounds....

Michigan-based Dawn Foods Inc. changed its contribution matching formula to increase the total and reduce participants’ confusion.

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

Using retirement plan data and a mission statement to define and measure success.

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

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

BlackRock and Human Interest found that the lack of access to a retirement plan is a ‘crucial’ factor to preventing...

A study examined what would happen if the minimum earning threshold for UK auto-enrollment was removed, identifying positive and negative...

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.

Despite turbulent year, auto-enrollment continues to thrive, with opt outs lower than expected.

Massena, the founder of Massena Associates, brings experience on state-sponsored private-sector plans and a focus on innovations and best practices...

Auto-features won’t work in the decumulation phase of defined contribution plans, says Shlomo Benartzi.