Tag: Auto Escalation

America has a retirement crisis, and SECURE 2.0 takes some important steps to address it, but they are not enough. 

SECURE 2.0 creates new tax credits and requires automatic features that will shape plan creation going forward.

Re-enrollment and auto-sweeps can result in greater savings rates.

A longer window for workers to opt out of contributing to a retirement plan can harm participation, the research shows....

The 50 largest Northern Trust Asset Management plan sponsors are using auto-escalation to boost savings, but they are not focused...

Gen Z women surpass the men in accumulated retirement savings with higher account balances on average, says a new report.

Vanguard's annual report credits measures such as automatic escalation for helping to keep participants saving through COVID-19.

Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.

Participation rates were nearly 96% higher for plans—a difference of 40 percentage points—with auto enrollment; the usage of auto escalation...

If they were automatically enrolled into a defined contribution plan, 77% say they would remain in the plan.

Alongside numerous changes, the bill seeks to eliminate the current 10% cap on automatically-increased deferral rates of employees who are...

Of those who do seek retirement investments advice, financial advisers are the most utilized source, according to a survey by...