Tag: Enrollment participation

Two industry leaders take the big-picture view of employer-sponsored benefit programs, participant trends, and what will likely stay or change in the short and long term.

Changing how information is presented to participants can improve their behavior, Bank of America Merrill Lynch finds.

However, average deferral rates have declined slightly from their peak of 7.3% in 2007, Vanguard finds.

The investment management firm notes that nearly 40% of working households do not have access to a retirement plan.

Areas with low DC plan access tend to be those with more small businesses, according to a new analysis from the Pew Charitable Trusts.

Designed specifically for plan providers, advisers, and their plan sponsor clients, SmartEnroll reduces the complexities and print/mail costs associated with retirement plan enrollment.

A new PSCA survey finds many Millennial employees say student debt keeps them from saving for retirement—and even older workers widely carry at least some student debt. 

The reasons people start saving for retirement can inform plan advisers and sponsors about educational nudges and plan design.

The strongest-performing advisers are leading the way on aggressive plan design, embracing re-enrollment, stretching the match and making sure plans work for participants as they’re designed to. 

Even American families with significant assets saved cite stubborn concerns about the potential loss of an income earner and the likelihood of falling short in a longer-than-expected retirement.

This presents an opportunity for advisers, MassMutual says.

Franklin Templeton Investments’ DC business leader urges lawmakers and fellow industry pros to take a more holistic view of the U.S. retirement system—and to be thoughtful about planning...

MassMutual has introduced new financial and retirement calculators aimed at a Spanish-speaking audience. 

Twenty percent report feeling extremely stressed.

The firm has issued a white paper in honor of the 10-year anniversary of the PPA.

Millennium Trust Company specializes in helping plan sponsors, participants and advisers find and process missing retirement accounts. 

iJoin offers quantifiable plan success metrics for plan sponsors, recordkeepers and advisers.

Pentegra Retirement Services Introduced the Advisor SmartPath report to help advisers drive retirement readiness among their client base through innovative approaches to client service and plan design.