Tag: Enrollment participation

New safe harbor correction methods related to automatic enrollment features in defined contribution plans are being implemented by the Internal Revenue Service.

Research from the LIMRA Secure Retirement Institute suggests women could use a nudge to complete certain retirement planning activities.

Research from TIAA-CREF finds Americans hold a variety of saving and investing priorities that all compete for a piece of the paycheck, from short-term savings to IRAs and...

Nearly 40 million working-age households, or about 45% of all working-age U.S. households, do not own any retirement account assets.

Automatic enrollment is touted as a must-use feature for defined contribution retirement plan sponsors to increase plan participation, but many plan sponsors cannot use this feature.

It’s a common research finding that men, on average, have more saved for retirement than women, but new BlackRock research has identified a core of “smart savers” bucking...

A report suggests employers that use automatic enrollment in their defined contribution retirement plans may be using deferral and match rates that offset the costs of higher participation.

Years of education, communication strategies and support haven’t done as much to move the needle on retirement plan participant retirement readiness as plan sponsors and advisers hope to...

Implementing automatic enrollment without thinking through plan design can result in compliance and administrative issues.

Retirement specialist advisers should take a page from the pension plan playbook in helping DC clients overcome common misconceptions about retirement investing, says Rod Greenshields of Russell Investments.

A strong majority of companies with 401(k) plans have adopted automatic enrollment and other steps to ensure workers receive the full employer matching contribution, according to Aon Hewitt.

A committee tasked with considering a state-established retirement plan for private-sector employees has issued its recommendation report.

Unlike established retirement plans with hundreds or thousands of participants, startup plans at small businesses are often at risk of folding because of weak participation.

Staff reductions over several years must be related to be considered together when deciding if a partial pension plan termination occurred.

Make it simple. Avoid jargon and complex graphics. And remind participants of the benefit they’ll receive—or give up—by participating in a workplace-based retirement plan.

A U.S. Congressman has introduced a bill to encourage small businesses to offer retirement plans for employees.

More investors surveyed prefer a 401(k) over a pension, and they do not want to give up control of all retirement savings actions.

College faculty and staff are better prepared for retirement than the general population, a survey finds.

EBRI finds the percentage of all families with an individual account retirement plan, such as a 401(k) plan or an IRA, has decreased.