Browsing Tag
401(k) Automatic Features
21 posts
4 Reasons Why 401k Auto Portability Can’t Wait
The fact is auto portability is here and working
KPMG Makes Company 401(k) Contribution Automatic
Consulting giant swaps out company match for automatic firm contribution up to 8%, regardless of whether employee contributes or not
401k Auto-Portability Takes ‘Giant Leap Forward’ with Vanguard, RCH Deal
Service providing plan sponsors with a new portability solution to simplify small-balance 401k rollovers expected to launch in mid-2022
Retirement Expectations Don’t Align with Savings Behaviors for Many Over 40
Shocker: Many people over 40 have unrealistic retirement income expectations due to their own subpar savings behavior. According…
Lifetime Income Solution Added to Lincoln’s YourPath Target Date Suite
Post SECURE Act, momentum for protected lifetime income products within retirement plans continues to build. Another step was…
Further Proof that Auto-Enrollment is Key to Saving Earlier for Retirement
If you automatically enroll them, they will save… sooner. A new survey has found the vast majority (84%)…
TAPO Kathleen Kelly Adds Insight to Case Study of $2B Lenovo 401(k) Plan
Here at 401(k) Specialist, we’re proud of all our Top Advisor by Participant Outcomes (TAPO) honorees over the…
New Data Further Showcases Power of Auto Enrollment
If anyone needed another example of the effectiveness of automatic enrollment, here you go… Automatic enrollment triples—yes, triples—the…
It’s Like 401(k) Groundhog Day in America—Again
The 401(k) is 40-plus years old. We’ve progressed but we haven’t come close to reducing racial and ethnic…
Automatic for the People: Workers Want “Extreme” 401k Plans
More and more 401k participants want “extreme” automatic 401k plans from their employers, according to new research from…