Browsing Tag
401(k) Enrollment
35 posts
Data Dump—401k Plan Participants Stay the Saving Course
The Investment Company Institute is out with its latest roundup of retirement saving behavior, and things are looking…
Something ‘Really Cool’ With 401k Participant Engagement
How Tony Mingo and vWise take personalization to the next level. The video titled “Something Really Cool…
How to Be More Efficient in 401k Education Outreach
Jeanne Fisher of ARGI Financial Group is making great use of technology in 401k education. Here are…
How to Measure 401k Plan Effectiveness
Return on investment. Compound annual growth rate. Market outperformance. Preservation of principal. Risk-adjusted performance. There’s no shortage of…
Offbeat and Completely Original 401k Enrollment Strategies
Taco trucks. Hammocks. Keg-o-rators. Not exactly the words you associate with increasing 401k participation, but advisor Jason Chepenik…
Paychex Unveils Improved 401(k) Plan Management Portal
401k recordkeeping giant Paychex is looking to improve advisor efficiency with upgrades to its Advisor Console—a plan and…
Just How Low is 401k Financial Literacy?
“Most Americans lack personal finance knowledge necessary to make appropriate financial decisions in the normal course of life.”…
401(k) Financial Education Falling Far Short
Financial education is falling short—not a shocker but always dispiriting, especially when it’s put to numbers. T. Rowe…
Americans Like Workplace Benefits, But …
We’re extremely worried about the other four. Nearly six in 10 middle-income Americans say they feel more financially…
Stock Options Cause Confusion, Concern in Retirement Planning
Be careful what you wish for. Employees lucky enough to have an equity stake in the form of…