Automatic enrollment

The needs of three constituents must be met: the employer, the employee and the consultant.

With the release of PlanSource’s Copernicus, benefit administrators are praising the automated features that make their job less stressful.

With the release of PlanSource’s Copernicus, benefit administrators are praising the automated features that make their job less stressful.

Younger employees are out-investing their older coworkers, with a large number contributing to a savings vehicle for their post-work years.

Younger employees are out-investing their older coworkers, with a large number contributing to a savings vehicle for their post-work years.

Younger workers are closing the savings gap due to design features and qualified default investment alternatives like target-date funds or managed accounts.

Younger workers are closing the savings gap due to design features and qualified default investment alternatives like target-date funds or managed accounts.

Avoid longer conversations about automating the benefits enrollment. They won’t work in the adviser’s — or the client’s — favor.