Tag: retirement plan participant communications

The quarterly statement is a proven tool for getting plan participants engaged in their retirement readiness; however, not all providers...

Questions about tax rules, 401(k) basics and financial terminology account for about 63% of the questions Dream Forward’s AI chatbox...

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...

National Retirement Security Week is October 21 through October 27 this year.

Offering a new perspective, a marketing agency provides ideas for getting participants more engaged in their retirement plans.

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...

L. Rita Fiumara from UBS shared generation-specific insights that can help shape retirement plan communications.