Administration | May 16th, 2022 Delivering Robust Retirement Communication and Education on a Budget Clear goals help to maximize the impact of retirement plan participant education and communication.
Data and Research | April 5th, 2022 Virtual Education Likely to Continue Even After ‘Return to Work’ A study reveals many advantages to virtual retirement and financial wellness meetings; plan sponsors should keep certain things in mind.
Data and Research | March 2nd, 2022 DC Plan Participant Savings Rates Can Be Boosted ‘By the Penny’ Reframing savings rates to pennies over percentages has proved useful in theory to boost participation and has shown success when...
Participants | March 2nd, 2022 Combatting Participants’ Misperceptions About TDFs It’s important for participants to understand how target-date funds work so they don’t have a false sense of security about...
Participants | February 14th, 2022 Overcoming Participants’ Skepticism to Provide Personal Financial Information Franklin Templeton finds many employees are hesitant to share in-depth details on their finances, even though it can lead to...
Administration | October 8th, 2021 K-12 Public School Employees Need Retirement and Financial Planning Help Personalized, holistic financial education through various mediums can make up for the one-on-one provider meetings they were used to before...
Participants | September 1st, 2021 Plan Sponsors Should Eliminate Jargon in Their Communications Participants shared with Empower the simple, direct retirement plan terminology they would prefer.
Products | August 18th, 2021 Schwab Retirement Plan Services Releases Online Financial Guide The interactive tool comes after an annual survey of 401(k) participants found workers want more help saving and planning for...
Administration | August 16th, 2021 Engaging K-12 Employees With Retirement Saving in a Changed Environment A mix of virtual and in-person education and planning, along with digital tools, is helping meet the needs of K-12...
Opinions | August 12th, 2021 Cognitive Decline: Where Health and Financial Wellness Intersect Warren Cormier, with the DCIIA Retirement Research Center, discusses what plan sponsors can do to help employees address the potential...
Administration | July 6th, 2021 Paths to Salvage Participants’ Retirement Savings With a higher percentage of full-time workers leaving their jobs, experts suggest plan sponsors and plan advisers educate employees about...
Administration | July 1st, 2021 PSNC 2021: Communications That Connect — Getting Through to Participants Experts say specific communication strategies can help engage participants and lead to better outcomes.
Data and Research | April 7th, 2021 Near-Retirees Flummoxed by Social Security Benefits Respondents to a survey by MassMutual revealed certain topics they have questions about.
Participants | March 31st, 2021 Participants Are Fooled by Retirement Plan and Savings Misconceptions A survey identified confusion plan sponsors can clear up with ongoing education and digital tools.
Data and Research | March 30th, 2021 Participants Want Simplified Investment Education In addition to personalized advice, this includes easy to understand plan investment menus and investment options.
Administration | November 12th, 2020 Teaching Employees About Taxes in Retirement Understanding how taxation works can help with making the right savings decision and establishing the right distribution strategy.
Products | September 17th, 2020 ICMA-RC Introduces Digital Financial Education Game A series of timed questions will test players’ knowledge of various financial subjects, including key retirement planning topics such as...
Data and Research | June 22nd, 2020 Study Suggests Recordkeepers Not Helping Guide Participants Nearly three in 10 participants surveyed were either unaware of whether help was available or perceived that it was not,...
Data and Research | June 4th, 2020 K-12 403(b) Plan Participants Hungry for More Retirement Planning Help Participants need more information about how their plan and investments work, a survey reveals.
Administration | March 18th, 2020 Securing Retirement for Female Workers Faced with a list of priorities and lack of knowledge, women are often the ones who get off course with...