Data and Research | December 4th, 2023 Plan Sponsors, Participants Want Retirement Income Education Despite different perceptions of retirement readiness, both plan sponsors and participants understand the importance of grasping the details of how...
Administration | December 1st, 2023 How to Plan, Craft Successful Participant Communication Plan sponsors and communications professionals examine the importance of reaching out to participants and how it can improve retirement savings.
Data and Research | November 15th, 2023 Communicating ‘Retirement Mindset’ Leads to Positive Retirement Outcomes Plan sponsor communications should emphasize positive behaviors to encourage an ‘optimal’ participant mindset.
Benefits | June 21st, 2023 How Plan Sponsors Can Best Support Neurodivergent Employees Benefit selection and communication will often need to be customized to provide an ‘optimal employee experience’ for those with atypical...
Administration | May 9th, 2023 How Social Media Influences Plan Sponsors’ Participant Communications The critical mission of educating younger employees about retirement investing requires different engagement tactics than in the past.
Benefits | March 3rd, 2023 How Plan Sponsors Can Best Communicate With Participants Experts suggest plan sponsors use direct and personalized messaging when communicating about benefits.
Ask the Experts | February 7th, 2023 Can Participants Elect to Designate Employer Contributions as Roth or Pretax? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Participants | February 1st, 2023 Plans Use Digital Nudges to Move Plan Participants Toward Retirement Goals Duke University's Dan Ariely finds that loss aversion can be used to help participants reframe savings.
Participants | February 1st, 2023 Personalized Communications Key to Companies’ Attempts to Educate on Participants on Wider Range of Benefits Plan sponsors are tailoring strategies to help employees get what they need from financial wellness offerings.
Participants | February 1st, 2023 Employers Find Persistence, Relevance Help Them Connect With Workers Plan sponsors must message to more workers, on additional channels, in greater detail than ever before when trying to share...
Data and Research | November 16th, 2022 Language Messaging For Retirement Planning May Be More Dependable Communication A New Capital Group survey examines the role of language and imagery in communicating with participants.
Administration | August 22nd, 2022 Plan Progress Webinar: Plan Design Considerations to Boost Outcomes Experts suggest plan sponsors pair automatic features with multichannel education and emphasize to workers that they should save for retirement...
Investing | June 6th, 2022 Are Millennials on Track for a Secure Retirement? Many under age 40 understand the need to save for retirement but juggle competing financial needs; auto features are helping.
Administration | June 24th, 2020 Another Risk for Retirement Savings: Divorce Divorced women are especially vulnerable, but targeted messages not just focused on retirement can help.
Administration | January 23rd, 2020 Phasing Out Retirement Jargon Complex retirement planning terminology isn’t just tough for participants to understand. Plan sponsors are having difficulty, too.
Data and Research | December 9th, 2019 SPARK Finds E-Delivery of Retirement Plan Communications Could Improve Retirement Readiness It found cost savings would accrue to plan participants in the form of lower fees and greater investment growth over...
Products | October 24th, 2019 Principal Makes Retirement Plan Onboarding Platform Relevant to Hispanics Principal has found that when Hispanic workers start to participate in a company plan, they tend to embrace the concept...
Products | September 4th, 2019 PSCA Offers Retirement Savings Communication Campaign Materials PSCA's new 401(k)/403(b) Day campaign can be used any time during the year and includes five pieces that highlight different...
Compliance | August 22nd, 2019 Rule on Electronic Disclosures Moving Along The OMB has received for review a proposed rule from the DOL aimed at reducing costs and improving participant understanding...
Deals and People | January 15th, 2019 Acquisition Creates Benefits Communications Group Segal Benz Jennifer Benz, senior vice president, who was CEO of Benz Communications, said its acquisition by The Segal Group expands areas...