Retirement Plans’ Communication Dilemma: Mail, Email or Both?
As postage costs rise and digital delivery expands under SECURE 2.0, plan sponsors are rethinking how to best reach participants.
Tag: retirement plan communications
Education vs. Advice: The Difference Matters
Misinterpreting the distinction between the two could increase plan sponsors’ exposure to litigation or other risks.
Communication Liability Falls to the Plan Sponsor
Experts caution that while a vendor can prepare and distribute plan communications, the sponsor retains the fiduciary responsibility to ensure...
Communications Experts Advise: ‘Keep it Simple’
Information about alternatives in DC plans should provide straightforward explanations about diversification and clear information about cost and liquidity.
What Does the Proposed New Rule on Paper Statements Require?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Participant Communication Preferences
A sampling of information collected in the 2025 PLANSPONSOR Participant Survey.
How to Best Personalize Plan Communications
Plan sponsors are relying on advisers, especially at small companies, to improve the effectiveness of outreach to participants.
Communicating in the Digital Age
New tools add immediacy and specificity to communications with participants.
How ‘Building Knowledge’ Differs From ‘Driving Action’
Experts explore education, communication, what works and what more is needed.
Plan Sponsors, Participants Want Retirement Income Education
Despite different perceptions of retirement readiness, both plan sponsors and participants understand the importance of grasping the details of how...
How to Plan, Craft Successful Participant Communication
Plan sponsors and communications professionals examine the importance of reaching out to participants and how it can improve retirement savings.
Communicating ‘Retirement Mindset’ Leads to Positive Retirement Outcomes
Plan sponsor communications should emphasize positive behaviors to encourage an ‘optimal’ participant mindset.
Benefits |
How Plan Sponsors Can Best Support Neurodivergent Employees
Benefit selection and communication will often need to be customized to provide an ‘optimal employee experience’ for those with atypical...
How Social Media Influences Plan Sponsors’ Participant Communications
The critical mission of educating younger employees about retirement investing requires different engagement tactics than in the past.
Benefits |
How Plan Sponsors Can Best Communicate With Participants
Experts suggest plan sponsors use direct and personalized messaging when communicating about benefits.
Can Participants Elect to Designate Employer Contributions as Roth or Pretax?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Plans Use Digital Nudges to Move Plan Participants Toward Retirement Goals
Duke University's Dan Ariely finds that loss aversion can be used to help participants reframe savings.
Personalized Communications Key to Companies’ Attempts to Educate on Participants on Wider Range of Benefits
Plan sponsors are tailoring strategies to help employees get what they need from financial wellness offerings.
Employers Find Persistence, Relevance Help Them Connect With Workers
Plan sponsors must message to more workers, on additional channels, in greater detail than ever before when trying to share...
Language Messaging For Retirement Planning May Be More Dependable Communication
A New Capital Group survey examines the role of language and imagery in communicating with participants.