Browsing Tag
401(k) Automatic Features
21 posts
Auto-Accounts: The Next ‘Nudge’ from Shlomo Benartzi
After his latest op-ed in The Wall Street Journal, the famed behavioral economist expands on it for 401(k) Specialist to help plan advisors get involved
‘Fiduciary’ Should No Longer Be the Cornerstone of Our Profession
When the roles of politicians and regulators become indistinguishable, the result will often be complex rules and regulations that do more harm than good
403(b) Participation Hits All-Time High: PSCA
Survey reveals 80% of eligible employees contributed to these plans in 2022, and many plans made design enhancements
Higher Default Options Can Lead to a Retirement Savings Boost
New research from Voya finds plan sponsors who focus on optimal retirement plan design settings are likelier to see higher savings rates from their employees
Automatic Enrollment Adoption Grew to 85% in 2022: T. Rowe Price
The latest benchmarking report by T. Rowe Price found participants with automatic enrollment in their plans were also much likelier to participate
Employers Prioritize 401k Design for Recruitment and Retention
New research from Morgan Stanley uncovers what benefits and features employers are highlighting for their 401k plans
Participants Admit Auto-Enrollment Kickstarts the Retirement Savings Journey
Principal research finds more than 8 in 10 say automatic features helped them start saving sooner
How America Saves: At an All-Time High, By This Standard
Vanguard’s latest comprehensive analysis of nearly five million 401k accounts shows participants are saving 7.3% of their income
How to ‘Materially Reduce’ Retirement Savings Deficits Across Races
The study also examined adding retirement plan employer matching contributions for student loan debt repayments
A Brief History of 401(k) Auto Portability (and Why it Matters)
It's at least eight years in the making