Expanding Equitable Retirement: Get to know this new DCIIA-Aspen-Morningstar Initiative
Retirement savings are the second-largest source of household wealth for Americans, with over $10 trillion in assets across the defined contribution (DC) system. Yet we know that this system is inequitable and is not creating security and wealth for everyone. Access to retirement savings is foundational, but 45 million workers lack a workplace retirement savings option
Grant’s Go-To’s: Big Design Decisions- Program Models
States standing up retirement security programs face lots of design decisions. The biggest one - which model to use! Marketplace, MEP or Auto IRA - they’ve all got their appealing features. Focusing on your specific intended outcomes helps.
Grant’s Go-To’s: Mining 2020 Defined Contribution Surveys for profit and pleasure
What can state Auto IRA programs learn from 2020’s top Defined Contribution studies? Grant Boyken takes a look and gives some tips.