Questions about tax rules, 401(k) basics and financial terminology account for about 63% of the questions Dream Forward’s AI chatbox receives.
Tag: retirement plan participant communications
Dream Forward’s AI chatbox uses conversational interaction to address participants’ retirement plan and financial wellness questions.
Two video campaigns on Snapchat speak directly to young adults ages 18 to 34 about the idea that it’s never too early to start saving for their future financial freedom.
National Retirement Security Week is October 21 through October 27 this year.
The app is said to be a mobilized version of their PlanFocus platform, launched in 2014.
Targeted, or personalized, messaging to employees—encouraging employees to save for retirement, to save more or addressing other financial issues they may be facing—has been touted as a way to improve employee financial security and their ability to save adequately for retirement.
L. Rita Fiumara from UBS shared generation-specific insights that can help shape retirement plan communications.