Tag: retirement plan communications

The OMB has received for review a proposed rule from the DOL aimed at reducing costs and improving participant understanding of retirement plan disclosures.

Jennifer Benz, senior vice president, who was CEO of Benz Communications, said its acquisition by The Segal Group expands areas of service for both firms.

A survey from the Empower Institute reveals retirement industry terms employees prefer, what they want communications look like, and how they prefer to receive them.

For example, the increasingly popular industry terminology around “the retirement tier” scored very low among respondents to an Invesco participant survey in terms of effectively communicating necessary information.

Results of a participant survey conducted by CUNA Mutual show a close tie between in-person training, short topical online videos, and self-guided learning modules as the preferred way to receive education about retirement plans.

A MetLife white paper suggests employers consider linking financial wellness communications with acknowledged personal milestones or positive behaviors.

The campaign can be used by public- and private-sector retirement plan sponsors.

A survey from NARPP reveals factors that improve participants' trust in their retirement plan providers.

Immediate eligibility and no entry age requirement would help Generation Z benefit from the time value of money.