Research – Plan Optimization

Coming in January 2016

Dear Prudence: Why Your Fund Selection Process Matters

Fund Selection Process

Dear Prudence: Why Your Fund Selection Process Matters. A recent article from the Connecticut Post on how a 401(k) plan’s fund lineup gets selected asks some compelling questions off the ...

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HSAs and 401ks: a Winning Combination

HSAs and 401ks

HSAs and 401ks: A Winning Combination. Employers are recognizing that health savings accounts (HSAs) and workplace retirement savings plans are no longer “siloed” benefits. In fact, both can work very ...

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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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