Tag: auto enrollment

Client Service April 18th, 2018

Two-Thirds of DC Consultants Charge Fixed Dollar Fees

This is down from three-quarters last year, a PIMCO survey found

Data & Research March 2nd, 2018

Auto Enroll and Opt-In Plans Need Different Efforts to Get Participants Engaged

A study from the TIAA Institute finds focusing on financial literacy and understanding of exponential growth boosts participation and savings in an opt-in DC plan plan, while efforts targeted at procrastination tendencies do so for automatic enrollment plans.

Data & Research January 29th, 2018

Nearly One in Seven Expects to Continue Working or Never Retire

Only 31% of Americans are confident they will have saved enough by the time they retire.

MARKET MIRROR

Friday, the Dow rose 123.95 points (0.49%) to use at 25,413.22, the NASDAQ shed 11.16 points (0.15%) to finish at 7,247.87, and the S&P 500 ticked up by 6.07 points (0.22%) to close at 2,736.27. The Russell 2000 inched upward by 3.41 points (0.22) to 1,527.53, and the Wilshire 500 rose by 47.32 points (0.17%) to 28,206.18. The price of the 10-year Treasury bond was up 12/32, decreasing its yield to 3.070%. The price of the 30-year Treasury bond was up 22/32, decreasing its yield to 3.325%. WEEK’S WORTH: For the week ending November 16, 2018, the Dow lost 2.21%, the S&P 500 was down 1.61% and the NASDAQ declined by 2.15%. The Russell 2000 lost 1.42% of its value, and the Wilshire 5000 was down 1.61%.

Industry White Papers

Financial Stress Impacts Employee Engagement and Productivity Financial stress affects employee job satisfaction and productivity.
Target-Date Risk Dashboard Learn about a forward-looking, custom solution to target-date fund evaluation and selection.
The Happiness Formula Leveraging our Global Retirement Reality Report data, we are examining what makes for retirement happiness.
Retirement Income: A New Model for Seeking Stable Income We aim to optimize interrelated decisions collectively for stable and consistent retirement income.