Tag: automatic features

The head of institutional investor advice at Vanguard shares her predictions for retirement plan trends next year.

Employers are reconsidering the most important factors in setting their workers up for savings success.

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

Expanding and enhancing retirement plan features is among the top trends based on the company’s 2023 research.

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

The airline has partnered with Fidelity Investments to run a program in which enrolled workers can earn up to $1,000...

Re-enrollment and auto-sweeps can result in greater savings rates.

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

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

The 50 largest Northern Trust Asset Management plan sponsors are using auto-escalation to boost savings, but they are not focused...

A BlackRock study found many plan sponsors are planning to add more automatic features, ESG options and active management strategies...

Reviewing a participant’s financial health involves more than just deploying the latest retirement readiness tools.

Results outweigh the retirement plan sponsor costs.