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 | Oct 2, 2017 | Participant Data, Retirement
Young people – namely millennials – love technology. They don’t care any more about personal service. They’d rather interact with a screen than a person. In particular, when it comes to their finances, they’d rather work with a...
by Matt Eickman | Aug 30, 2017 | Participant Data, Retirement
As we work to implement thoughtful plan design structures and to ensure participants receive adequate opportunity for investment diversification, it’s helpful to study how participants are using various plan features. Further, it’s helpful to assess the...
by Matt Eickman | Aug 1, 2017 | Participant Data, Retirement
We traveled to Houston last week to visit with plan sponsors who are seeking additional solutions to reach their employees. The conversations demonstrated a common theme: despite the development of additional electronic tools, people want to talk to people –...
