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Wednesday, February 17th, 2021
A biweekly topical newsletter from PLANSPONSOR
Participant Engagement
A newsletter for retirement plan sponsors, with data and information to help with engaging plan participants.
Administration
Helping Workers Rebuild Their Retirement Savings Post-Pandemic
Plan sponsors should stress the need to save for retirement and allay fears about market volatility, among other things.
Data and Research
Making the Savings Decision More Palatable for Participants
Research and real-life experience show that framing amounts employees need to save in smaller bits can help them increase and sustain their savings.
Participants
Retirees and Near-Retirees Need an Annual Financial Checkup
Retirement plan sponsors can remind participants to review their finances and provide resources for them to do so.
Data and Research
Americans Thinking of Reallocating Portfolios Following Election
The right messaging and access to advice can help retirement plan participants make the right decisions for their financial future.
Data and Research
Millennials Have a Debt vs. Savings Conundrum
Dispelling myths about when to save and invest for retirement, and helping with their student loan debt, can help Millennials better prepare for retirement.
Benefits
Retirement Benefits Moving Beyond Just a Retirement Plan
Holistic retirement programs, which include financial wellness, health and voluntary benefits, put employees in a better position to reach their long-term goals.
Data and Research
Black Americans Report Changing Financial Habits Due to COVID-19
The racial wealth gap underscores a need for financial education and access to advice—something retirement plan sponsors can provide.
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