Bates & Company, Inc.
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Regional Vice President of Sales The Retirement Plan Company
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Compass
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Amping Up DC Participant Outcomes Through Financial Wellness Initiatives (PDF)
Benefits Quarterly, published by the International Society of Certified Employee Benefit Specialists [ISCEBS] Apr. 13, 2015
"[P]lan sponsors speculate about the extent to which defined contribution (DC) plan automatic contribution and escalation features create savings that are maintained until retirement or are offset by greater debt elsewhere. This article explores how financial wellness initiatives and automatic features may interact in DC plans and the potential for financial wellness initiatives to boost participants in plans with auto features."
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