Investing | June 6th, 2022 Are Millennials on Track for a Secure Retirement? Many under age 40 understand the need to save for retirement but juggle competing financial needs; auto features are helping.
Administration | June 24th, 2020 Another Risk for Retirement Savings: Divorce Divorced women are especially vulnerable, but targeted messages not just focused on retirement can help.
Administration | January 23rd, 2020 Phasing Out Retirement Jargon Complex retirement planning terminology isn’t just tough for participants to understand. Plan sponsors are having difficulty, too.
Data and Research | December 9th, 2019 SPARK Finds E-Delivery of Retirement Plan Communications Could Improve Retirement Readiness It found cost savings would accrue to plan participants in the form of lower fees and greater investment growth over...
Products | October 24th, 2019 Principal Makes Retirement Plan Onboarding Platform Relevant to Hispanics Principal has found that when Hispanic workers start to participate in a company plan, they tend to embrace the concept...
Products | September 4th, 2019 PSCA Offers Retirement Savings Communication Campaign Materials PSCA's new 401(k)/403(b) Day campaign can be used any time during the year and includes five pieces that highlight different...
Compliance | August 22nd, 2019 Rule on Electronic Disclosures Moving Along The OMB has received for review a proposed rule from the DOL aimed at reducing costs and improving participant understanding...
Deals and People | January 15th, 2019 Acquisition Creates Benefits Communications Group Segal Benz Jennifer Benz, senior vice president, who was CEO of Benz Communications, said its acquisition by The Segal Group expands areas...
Administration | January 15th, 2019 Effective Retirement Plan Communications Are Understandable and Accessible A survey from the Empower Institute reveals retirement industry terms employees prefer, what they want communications look like, and how...
Data and Research | January 14th, 2019 Sponsors and Providers Use Too Much DC Plan Jargon For example, the increasingly popular industry terminology around “the retirement tier” scored very low among respondents to an Invesco participant...
Participants | August 16th, 2018 Participants Report Diverse Communication Preferences Results of a participant survey conducted by CUNA Mutual show a close tie between in-person training, short topical online videos,...
Products | August 15th, 2018 Personal Milestones Serve as Financial Wellness Guideposts A MetLife white paper suggests employers consider linking financial wellness communications with acknowledged personal milestones or positive behaviors.
Administration | December 27th, 2017 How Plan Sponsors Can Use Research and Surveys Data and research from providers and industry groups can help plan sponsors make more informed decisions.
Products | September 14th, 2017 NAGDCA Offers Free Retirement Plan Communications Campaign The campaign can be used by public- and private-sector retirement plan sponsors.
Participants | September 13th, 2017 Trust in Retirement Plan Providers Helps With Financial Decisions A survey from NARPP reveals factors that improve participants' trust in their retirement plan providers.
Administration | September 5th, 2017 Retirement Plan Practices Under Question for New Generation of Savers Immediate eligibility and no entry age requirement would help Generation Z benefit from the time value of money.