Tag: Enrollment participation

TIAA finds one-on-one education and advice sessions with non-profit employees can have dramatic impacts on participation, contributions, investment allocation, and confidence. 

New research from Morningstar argues retirement plan advisers and their sponsor clients can benefit from “nudging” employees toward better behaviors. 

Although more people are enrolling HSAs today, misconceptions still hold back many from making the most out of these accounts.

 

The generosity and functionality of a retirement plan tends to vary quite a lot according to the type of employer and industry. 

Enhancements include more options for administering 401(k) accounts and configuring how employee groups are managed in the system.

More than half of all young workers worry about repaying their student debt “either all the time or often,” according to a new survey by American Student Assistance. 

Hispanic workers born outside of the United States have the lowest retirement plan participation rate of all other workers, but several strategies can help reverse the trend. 

There is a common notion that workers prefer the safety of defined benefit plans—but research shows the flexibility and control offered by DC accounts are also highly valued. 

A new online resource provided by ICMA-RC seeks to help savers working for public employers evaluate and realize their long-term financial goals. 

Defining exactly what it means to be “satisfied” with retirement is a difficult matter, complicating the effort to assess the real impact of the global shift from DB...

Six months after a re-enrollment, 94% of participants and 74% of plan assets were in TDFs, while one year later, 92% of participants and 81% of plan assets...

The new solution by Appo Group aims to cut costs and time by allowing users to create and manage multimedia communication materials through a single platform. 

“We’re encouraged by the results and are working hard to expand the program to more plan sponsors,” says Carlos Rojas, director of consumer and cultural engagement at Principal,...

This week our fellow Strategic Insight publication, PLANSPONSOR, is announcing the finalists for the 2017 Plan Sponsor of the Year Awards; find out who is being recognized here. 

Uptake of the U.S. Treasury Department’s myRA savings program has been slow, but officials suggest tax time is “the right time to talk about saving with myRA.”

Health savings accounts remained an increasing area of focus for readers of PLANADVISER during 2016. 

Social Security, company funded plans, home equity, and inheritance are less frequently cited as sources of retirement income among workers.

Some types of employers simply aren't interested in DC retirement plans, while others have fully embraced them.

A variety of personal life factors might make it hard for some workers to save for retirement, but employers can utilize several promising tactics to drive up savings...