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.
Auto-Enrollment, TDFs Continue DC Plan Domination
Defined Contribution Plan Survey shows trends in auto-enrollment, fees, and retirement plan design shaping participant outcomes.
‘Saver Personas’ Created to Help Participants Identify with Retirement Challenges
PAi's new Retirement Planning People are varied animated saver personas that help plan participants envision their future in retirement.
Women Fail Financial Literacy Test, Want Help
Good news—four out of five older women report having a plan for retirement income. Bad news—there is a…
Half of Investors Report Pandemic Pinch on Retirement Prospects
Over half of Americans (53%) say COVID-19 is negatively impacting their retirement plans, according to a survey released…
401k Sponsors Set Sights on Planning, Income Products in 2021
Plan sponsors are eager to give their participants more support in financial planning, as 78% said they will…
How Avoiding Complex Financial Terms Can Benefit 401k Plans
In the employer-sponsored retirement plan arena, poor understanding of financial terms is not the fault of 401k plan…
5 Longevity Challenges Advisors Need to Meet: Excel 401k Digital Series
Advisors are aware of the financial challenges that longevity poses for their clients’ retirement prospects. Americans are living…
6 Reasons Advisors Have Trouble Overcoming Client Objections: Excel 401(k) 2020 Digital Series
Any advisor who has spoken to a client knows the frustration of making a well-reasoned recommendation only to…
There’s a New Top Priority for 403b Employee Education
For the first time ever, organizations that provide 403b plans reported that retirement planning, rather than increasing participation,…
Massive New Retirement Bill Would Expand, Mandate Auto-Enrollment
Section 101 of the Securing a Strong Retirement Act of 2020—also being called “SECURE 2.0”—is titled, “Expanding automatic…