Tag: retirement plan participant communications

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.