Browsing Tag
Auto-Escalation
23 posts
How High Should Auto-Escalation Go in 401k Plans?
We ask Anne Lester, portfolio manager and Head of Retirement Solutions for J.P. Morgan Asset Management, about target-date…
Clear, Confusing? Public Perception of Auto Enrollment, Escalation
The “auto” revolution (enrollment, deferral, escalation) in 401k and similar retirement plans is widely regarded as one of…
Unintended Consequences of Stretching the 401(k) Match
When it comes to behavioral nudges to encourage higher participation and contribution rates in 401(k)s, stretching the match…
5 Ideas to Push 401k Auto Innovation Forward
Without a doubt, the defined contribution “auto-revolution” (auto-enrollment, auto-deferral, auto-escalation) has had a major impact on the savings…
Don’t Fret! Here’s How to Fix 401k Elective Deferral Failures
In order to encourage employers to use plan designs that include automatic contribution features (such as auto enrollment…
As Good as It Gets: What Advisors Want and Need from 401k Fintech
Ask top advisor Dorann Cafaro what she needs from 401k fintech firms and recordkeepers and you’ll get a…
No Surprise: 401k Auto-Enrollment on the Rise
The number of 401k and similar defined contribution plans with an automatic enrollment feature nearly doubled over the…
Which 401(k) Plan Features Boost Retirement Readiness?
New research suggests 401(k) plan sponsors may play an even bigger role in American workers’ retirement outcomes than…
3 Critical Areas of 401(k) Best Practices
Having worked as a 401(k) plan consultant and investment advisor for more than 30 years, I have seen…