by Matt Eickman | Feb 26, 2018 | Participant Data, Retirement
After an incredibly smooth 2017, the U.S. markets have experienced headline-grabbing volatility early in 2018. Steep market free falls give rise to concerns that participants will exit the market on a dip and fail to re-enter until after the market has recovered. In...
by Matt Eickman | Jan 30, 2018 | Participant Data, Retirement
We talk a lot about automatic enrollment and automatic escalation. We also love to study industry data indicating related trends, which helps when our clients ask: “How many employers use automatic enrollment?” Results from a recent Callan survey show that...
by Matt Eickman | Jan 9, 2018 | Participant Data, Retirement
When asked about their plans for future savings rates, retirement plan participants frequently have the best of intentions. That’s even more likely when market performance has been strong. One late-December investor survey indicates this is case as investors...
by Matt Eickman | Nov 15, 2017 | Retirement
Some Republican lawmakers had floated a proposal of drastically reducing the annual limit on pre-tax contributions to a defined contribution plan. The QPA November newsletter celebrates that the House tax reform bill does not incorporate that proposal. The House bill...
by Matt Eickman | Nov 14, 2017 | Retirement
You may have heard some unsettling rumors about dramatic changes to 401(k) and 403(b) plan savings limits. Late last month, word leaked that Republicans were considering a significant reduction in the annual cap on pre-tax savings. The proposal would have slashed the...
