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Unequal Financial Experiences Highlight Need for Different Emergency Savings Solutions

Boosting Participant Engagement in DC Plans

The 2021 Aspen Leadership Forum on Retirement Savings: Making Retirement Savings Part of an Equitable Recovery

The 2021 Aspen Leadership Forum on Retirement Savings: Making Retirement Savings Part of an Equitable Recovery Event information Contact On April 15, 2021, the Aspen Leadership Forum on Retirement Savings is kicking off its fifth convening with a free, public dialogue on how retirement savings must be part of an equitable recovery from COVID-19. We invite policymakers, the private sector (record keepers, asset managers, plan sponsors, consultants, fintech), academia, nonprofits, and advocates to join us in a dialogue designed to accelerate the development of a truly inclusive savings system. Attendees will receive: New insights from a nationally representative survey by the Aspen Institute Financial Security Program, DCIIA Retirement Research Center, Morningstar, and NORC at the University of Chicago on how Americans relied on retirement savings, emergency savings, and debt strategies to cope with income loss during 2020

Solving for retirement security: Lessons from the DC institutional market

Solving for retirement security: Lessons from the DC institutional market man-holding-glowing-lightbulb Future innovations in DC plans will come as much from retirement plan advisers and their clients as from the institutional market. January 13, 2021 3 MINS In the U.S. retirement savings system, progress has generally emerged first in the institutional market, through the innovations of some of the largest employers in their role as plan sponsor, before later taking hold in the broader marketplace and becoming industry standards. Examples of this trend can be seen in the adoption of plan design best practices like auto enrollment and auto escalation, as well as investment lineup advances like white-labeling and the broad-based use of institutional investment structures like collective investment trusts and separate accounts.  

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