Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Introduction
00:00 • 2min
The Resilience of Retirement Plan Participants Over the COVID Period
02:21 • 3min
The Future of 401Ks and the Fine Contribution System
05:48 • 2min
The Negative Trends in Retirement Suficiency
07:44 • 2min
The Average Participant in the 401k Plan
10:03 • 3min
The Rise of Auto Enrollment in the 401k Space
12:52 • 5min
The Trends in Employee Retirement Savings Behaviors
17:46 • 2min
How Auto Enrollment and Automatic Escalation Affect Retirement Savings
19:59 • 3min
The Toughest Choice for Plan Sponsors
22:30 • 6min
The Evolution of the 401k Plan Market
28:03 • 3min
The Barriers to Increasing Contribution Rates in Plan Participants
30:43 • 3min
The Difference in Participation Rates by Plan Size
34:13 • 1min
The Impact of Auto Enrollment on Investment Choices
35:35 • 5min
The Trend Toward Equity Allocations by Women Versus Men
40:23 • 4min
The Differences in Account Balances Between Men and Women in the Same Income Range
44:15 • 3min
The Rise of Managed Accounts
47:09 • 5min
The Role of Advice in the Retirement Plan Space
52:03 • 4min
The Long View at Morningstar
56:07 • 3min