A Unique (Yet familiar) 401(k) Financial Wellness Model
This short video introduces an engaging and innovative approach to 401(k) financial wellness, presented by Scott White from NestEgg U. Rather than relying on traditional, often dry financial education models, NestEgg U offers a gamified and interactive learning experience that combines entertainment with practical financial education.
The model emphasizes accessibility and personalization, aiming to make retirement planning more approachable for everyday employees. Scott White highlights how their approach is designed to increase participation, improve retention, and ensure that the lessons stick, using tools like benchmarking, quizzes, and real-time feedback.
The presentation briefly showcases:
- Integration of Raspberry Pi and projectors to deliver content in creative formats.
- A vibrant, energetic delivery style that makes financial topics feel less intimidating and more engaging.
- A focus on real-time, data-driven education tailored for individuals across different roles and levels.
Although the video includes a mix of stylized dialogue and upbeat music that may reduce full transcript clarity, the core message comes through: transform financial wellness from a chore into a meaningful, fun, and effective experience.
With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of 401(k) Specialist and 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. Experienced financial services content executive specializing in creative new media delivery. He joined the American Retirement Association in 2023 as Chief Content Officer, overseeing communications for the organization, as well as its sister organizations.
