Here’s a summary of our interview at the Excel 401k Conference – Jason Chepenik, Chepenik Financial:
- Jason Chepenik discusses the significance of financial wellness and education in 401(k) plans.
- Emphasizes the need for customized communication strategies for different employee demographics.
- Highlights the role of technology in improving 401(k) engagement and participation.
- Stresses the importance of personalized financial advice and planning.
- Advocates for ongoing education and support to help employees make informed financial decisions.
For more details, you can watch the full video here.
See Also:
- Why Creativity is the 401(K) Advisor’s Job
- Jason Chepenik’s TAPO Redux: Bigger, Better, More Creative
With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots.
