Tag: Plan Design

Participants in smaller DC plans especially are not getting the same resources as their counterparts in larger plans, according to...

April 30, 2016, is the deadline for employers using pre-approved retirement plan documents to sign an updated version of their...

A Vanguard update to its analysis of older retirement plan participants’ distribution behavior has implications for the design of target-date...

Are certain industries more focused on winning the benefits game, and if so, why?

It’s both a positive and a negative sign that retirement plan participant call volume hit record levels at Empower Retirement...

Research from Spectrem Group suggests Millennials want to be hands-on investors and, while they are willing to use technology to...

However, only 23% of small plans permit participants to contribute immediately to their 401(k).

There’s been a tug of war, of sorts, over the best design for K-12 school district 403(b) plans, but some...

The majority are open to automatic enrollment and escalation.

While establishing processes to comply with IRS regulations, a school district in Illinois decided it wanted a better plan for...

The median savings rate for non-highly compensated employees increased to 5.9%.

“We are considering adding Roth contributions to our 403(b) plan.

The fourth and final article in a series about how to boost retirement plan participant engagement and outcomes beyond automatically...

Plan sponsor responsibilities to a retirement plan participant do not end when the participant terminates employment.