Regional Vice President of Sales The Retirement Plan Company
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Loan & Distribution Specialist AimPoint Pension
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Compass
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Bates & Company, Inc.
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AimPoint Pension
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A Close Look at 401(k) Plans, 2018 (PDF)
Brightscope and Investment Company Institute [ICI] July 15, 2021 86 pages. "More than half of large 401(k) plans in the sample with more than $100 million in plan assets reported that they automatically enrolled their participants, and six in 10 plans with more than $1 billion in plan assets did, compared with about 20 percent of plans in the sample with $10 million or less in plan assets ... More than 90 percent of 401(k) plans in the sample with more than $50 million in plan assets had participant loans outstanding, compared with 77 percent of 401(k) plans with $1 million to $10 million in plan assets and 35 percent of plans with less than $1 million." |
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