Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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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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Compass
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Funding Will Be Key to Self-Sufficient State Auto-IRA Programs (PDF)
Center for Retirement Research at Boston College Dec. 22, 2016
"[A]uto-IRA programs can break even and pay back initial losses in about 9 years as long as: [1] initial fees are allowed to be higher in the short-run -- around 100 basis points -- before dropping down to their long-term equilibrium; [2] the default contribution rate is meaningful; and [3] per-account costs are relatively low."
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