To Keep Retiring Participants in the Plan, Tout the Benefits
Participants nearing retirement are often approached by sources unrelated to the employer’s plan—some predatory. Reminding them of the work plan...
Tag: retirement plan participant communications
Generations Experience the Effects of COVID-19 Differently
Understanding each generation’s attitudes and concerns is key to knowing the right retirement savings education and tools to offer.
Retirement Plan Disclosures Move Into the Digital Age
Plan sponsors need to understand requirements in the new DOL rule, including how to ensure cybersecurity, before moving forward.
Opinions |
Participant Communications Specific to the Pandemic
Elizabeth Woodburn, with Buck, describes what elements DC plan sponsors may consider including in participant communications during the COVID-19 pandemic.
A Retirement Plan Wake-Up Call From COVID-19
Nontraditional retirement plan providers suggest plan design will be more driven by behavioral finance and participant communications and advice will...
Opinions |
Embracing Radical Transparency in Benefits Communication
Helen Calvin, with Jellyvision, discusses how to create an open benefits communication strategy that results in more engaged employees.
Opinions |
CARES Act’s Provisions Are Well-Intentioned but Could Harm Retirement Readiness
Reminders about the long-term effects of plan leakage on retirement savings could protect retirement plan participants from making harmful decisions.
Talking Points to Help Participants Navigate Market Volatility
Certain concepts should be communicated clearly to retirement plan participants so they don’t make decisions that may hurt their retirement...
Communicating with Employees During COVID-19
Sources suggest topics to address with retirement plan participants and methods to do so in this environment of limited face-to-face...
Introducing Generation Z to Retirement
While retirement isn’t achievable for this new clutch of employees for years to come, saving for it is.
SURVEY SAYS: Increasing Participant Communication During Coronavirus
NEWSDash readers shared their thoughts about communicating to retirement plan participants during the jarring market volatility happening now.
Opinions |
Reasons to Communicate Regularly With Employees About Retirement
Megan Yost, with Segal Benz, discusses how keeping employees engaged with their retirement benefits helps them get the most out...
Quarterly Statements Useful in Enhancing Participant Retirement Readiness
The quarterly statement is a proven tool for getting plan participants engaged in their retirement readiness; however, not all providers...
Average Americans Really Don’t Understand 401(k)s and Financial Terminology
Questions about tax rules, 401(k) basics and financial terminology account for about 63% of the questions Dream Forward’s AI chatbox...
Products |
401(k) and 403(b) Plan Provider Offers AI Chatbox for Participants
Dream Forward’s AI chatbox uses conversational interaction to address participants’ retirement plan and financial wellness questions.
Products |
Empower Aims to Reach More Millennials and Gen Z With New Social Media Campaign
Two video campaigns on Snapchat speak directly to young adults ages 18 to 34 about the idea that it’s never...
Products |
NAGDCA Provides Free Communications for National Retirement Security Week
National Retirement Security Week is October 21 through October 27 this year.
Opinions |
Improve Retirement Outcomes With a Simple ‘Nudge’
Offering a new perspective, a marketing agency provides ideas for getting participants more engaged in their retirement plans.
Products |
TIAA Creates Mobile App for Plan Sponsors
The app is said to be a mobilized version of their PlanFocus platform, launched in 2014.
SURVEY SAYS: Targeted Financial and Retirement Savings Messaging to Employees
Targeted, or personalized, messaging to employees—encouraging employees to save for retirement, to save more or addressing other financial issues they...