Tag: automatic enrollment

High-income households increasingly hold larger retirement account balances than lower income households and are more likely to reap tax perks...

The adoption of state auto-IRA programs has proven to be a catalyst for more companies in those states to offer...

Experts note the importance of participant education and reviewing insurance held by vendors.

This generation’s outlook on climate change, social injustice and political turmoil can very much affect how young adults feel about...

401(k) plan sponsors could increase their default escalation increment to 2% to boost employee savings, according to research by Voya.

The state-managed auto-IRA program launched in September 2022 and should cross $1 million in AUM in the coming days.

A Vanguard Group research paper quantified employer retirement plan design trends over the last 10 years. 

Despite economic challenges, plan participants were resilient saving for retirement, Vanguard Group data shows.  

Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.

Legislation gets wide acclaim as a positive reform in the retirement sector as passage hinges on House vote.

A longer window for workers to opt out of contributing to a retirement plan can harm participation, the research shows....

Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.

Experts suggest plan sponsors pair automatic features with multichannel education and emphasize to workers that they should save for retirement...

Misunderstandings, mistakes and myths concerning auto-features persist among plan sponsors, argues a senior retirement strategist at Capital Group.

Vanguard projects lower 10-year equity market returns that will affect participants’ retirement savings, and recommends a participant default rate to...

Auto-escalation can help participants save sufficiently to create a reliable stream of income in retirement.

While each employer defines and measures retirement program success differently, plan sponsors have a goal in common

Supporters say the ambitious legislation package would expand retirement plan coverage and deliver benefits to relieve anxiety about having secure...

The bill would encourage plan sponsors to re-enroll nonparticipants at least once every three years.

A panel of retirement researchers examined participant behaviors that can assist with or deter workers from achieving optimal savings outcomes.