Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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Compass
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Guiding Participants from Intent to Action: 2016 Defined Contribution Plan Participant Survey Findings
J.P. Morgan Asset Management July 15, 2016
28 pages. "When it comes to participants' retirement saving and investing, a knowledge gap remains, despite years of educational efforts on the part of plan sponsors.... Automating the saving and investing process (while allowing participants to opt out) could help address participant inaction.... A key reason given by many plan sponsors for not implementing automatic features and conducting a re-enrollment is anticipation of employee pushback. Survey results, however, suggest that participants recognize their need for saving and investing guidance, and most are in favor of, or at least neutral toward, these features and strategies."
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