Margarida Correia

Indiana University Health did its homework before adding auto-escalation to its #401k plan. After diving into workforce demographic data, @IU_Health learned that auto-escalation would help disadvantaged groups more than it did the workforce overall. https://t.co/lyF8fqfD2g

Why are Fortune 500 spinoff companies taking a shine to pooled employers plans, choosing them over stand-alone #401k plans for their employees? The reasons are twofold, says Rick Jones, head of Aon’s $3 billion PEP. https://t.co/uoLb7o9t9Y

How loudly do employees complain when their employers automatically boost employee #401k deferral rates to ensure they maximize the employer’s #401k match? “We maybe got 2 or 3 calls out of 4,600 employees," says Stephanie Paulson at @USVentureInc. https://t.co/CulSurdPv9

How was truck manufacturer @IntnlTrucks able to double the number of employees on track to cover 75% or more of their income in retirement? Through a carefully planned companywide #401k re-enrollment campaign, says the company’s Rose Murtaugh. https://t.co/T0dHdUVHRw

Why did the Tennessee Valley Authority Retirement System add a target-date fund with a built-in annuity to its #401k plan? It was looking for a “pension-like option” for those with no pension or a frozen pension, said executive director Mark Meigs.https://t.co/vuYPdMVukG

NACCO Natural Resources made part-time workers eligible for the company’s #401k matching contribution, but many weren’t contributing enough to get the full match. Here’s what NACCO’s Sarah Fry did to ensure they took full advantage of the perk. https://t.co/FpmCtgsDhX

What was the “secret sauce” to Raymond Jimenez’s multi-year campaign to revamp @AdventistHealth Retirement Plans? The organization’s small band of in-house financial advisers, says the winner of P&I’s Excellence & Innovation Award. https://t.co/tMLdxUzfrM

Why did Nevada PERS dial way back on stocks? The move wasn’t so much about high equity valuations as it was about interest rates, says Nevada PERS CIO Steve Edmundson. https://t.co/lXacbVv1PJ

New research from @NBERpubs: State-run #retirement savings programs induce employers to offer their own plan. In 4 auto-IRA states, at least 30K employers declined the state’s plan and launched their own plan instead. https://t.co/pfEeiXtN47

Did #401k participants sit tight during yesterday's market downturn -- like they're supposed to? Doesn't look like they did. https://t.co/uOwwD9Q58z

Need your help: Writing a story about people investing their retirement savings in gold. If you’ve bought a gold IRA or rolled your 401(k) savings into a gold IRA, please DM me.

New report from @MorningstarInc paints grim picture of retirement income adequacy in the U.S. https://t.co/NHXldKkJzR

MissionSquare Retirement @mission_square has named Andre Robinson, a former Voya Financial executive, CEO and president, following a year-long search for a permanent leader. https://t.co/vKltUZRkb3

MissionSquare Retirement @mission_square has named Andre Robinson, a former Voya Financial executive, CEO and president, following a year-long search for a permanent leader.

Vermont Pension Investment Commission – overseer of Vermont’s 3 largest pension funds -- posts 10.2% return for fiscal year, beating benchmark. “While small in relation to our peers, our team continues to punch above its weight,” says VPIC CIO Eric Henry. https://t.co/GUTGdjm3iW

Pooled employer plans may not fix America’s #retirement plan coverage issue. The biggest hurdle? Most small employers are not familiar with or have never heard of PEPs, says @RetirementRsrch, https://t.co/jY3b7ACDsH

How are retirement plan advisers using AI? Emily Wrightson at @CAPTRUSTfa uses AI to distill complex topics for clients. “It can be used to synthesize huge amounts of data in an incredibly short amount of time,” she says. https://t.co/DAbNxXllxl