Browsing Tag
401(k) Enrollment/Education
296 posts
401(k) Enrollment/Education are distinct but related processes. Enrollment is the formal process of joining a 401(k) plan offered by an employer, while education refers to the information and guidance provided to employees to understand the plan and make informed decisions about their participation.
Americans’ Financial Satisfaction Hits New High
Personal Financial Satisfaction Index surges to record high as strong markets outweigh inflation and underemployment.
How to Move 401(k) Financial Wellness from Idea to Execution (Part 1)
Employer recognizes employee's demand for help, but hurdles remain in solving the financial wellness problem. Advisor offers solutions.
401(k) Default Contribution Rate Hits New High: Study
Callan is out with its 2018 Defined Contribution Trends Survey and the results are wide-ranging on a number…
Wants and Needs: What Financial Benefits Do Workers Expect?
Employers are from Mars, workers Venus. We know a gap exists in perceptions between the two camps, and…
The No. 1 Priority for 401(k) Plan Sponsors: Survey
Participant education is the top priority for retirement plan sponsors, surpassing fiduciary and administrative concerns, survey finds.
The Most Destructive 401(k) Behavioral Bias
[For part one of the three-part series, click here.] The second leg of “The Big Three” for retirement…
11 Retirement Plan Trends Happening Now
The economy is showing plenty of strength as we begin 2018. GDP is stronger than it’s been during…
When Risk Tolerance and the ‘Right’ 401(k) Allocations Collide
The argument has long been made that longer lifespans (and therefore retirements) require longer investments in equities in…
Major Problem Reported with 401K Auto Enrollment
The benefits of automatic enrollment in 401(k)s are all but a given, and a major reason Richard Thaler,…
A Key to Better 401(k) Financial Literacy?
Less talk, more action. It’s the main finding of a recent study about financial literacy and decision-making, especially in the workplace.