Tag: retirement plan participant education

Move beyond plan-specific education to respond to what employees really want.

Clear goals help to maximize the impact of retirement plan participant education and communication.

A study reveals many advantages to virtual retirement and financial wellness meetings; plan sponsors should keep certain things in mind.

Reframing savings rates to pennies over percentages has proved useful in theory to boost participation and has shown success when...

It’s important for participants to understand how target-date funds work so they don’t have a false sense of security about...

Franklin Templeton finds many employees are hesitant to share in-depth details on their finances, even though it can lead to...

Personalized, holistic financial education through various mediums can make up for the one-on-one provider meetings they were used to before...

Participants shared with Empower the simple, direct retirement plan terminology they would prefer.

The interactive tool comes after an annual survey of 401(k) participants found workers want more help saving and planning for...

A mix of virtual and in-person education and planning, along with digital tools, is helping meet the needs of K-12...

Warren Cormier, with the DCIIA Retirement Research Center, discusses what plan sponsors can do to help employees address the potential...

With a higher percentage of full-time workers leaving their jobs, experts suggest plan sponsors and plan advisers educate employees about...

Experts say specific communication strategies can help engage participants and lead to better outcomes.

Respondents to a survey by MassMutual revealed certain topics they have questions about.

A survey identified confusion plan sponsors can clear up with ongoing education and digital tools.

In addition to personalized advice, this includes easy to understand plan investment menus and investment options.

A series of timed questions will test players’ knowledge of various financial subjects, including key retirement planning topics such as...

Nearly three in 10 participants surveyed were either unaware of whether help was available or perceived that it was not,...

Participants need more information about how their plan and investments work, a survey reveals.