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.