Plan Optimization Research

401k Re-Enrollment Requires More Education

401k Re-Enrollment Requires Even More Education. Auto-enrollment for employees continues to trend upward for 401k and 403b plans. However, automatic re-enrollment still lags behind.  The Benefits and HR manager of ...

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Higher Default Rates Don’t Discourage Enrollment

Higher Default Rates Don’t Discourage Enrollment. That 3%-4% default contribution rate in your retirement plan? You can potentially dial that up to as much as 11%* without scaring off participants. ...

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PEW: Most Small Business Workers Supportive of Auto-IRAs

PEW-Auto-IRAs

PEW: Most Small Business Workers Supportive of Auto-IRAs. Study after study has found that Americans are woefully under-saved for retirement. Part of that lack of savings is because many American ...

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Employee Education Tools You Can Use – CNBC

Employee Education - CNBC Article

Employee Education Tools You Can Use. If your organization offers different types of benefits like a traditional 401(k), a Roth 401(k), and a health savings account (HSA), your employees might ...

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