Browsing Tag
401(k) Enrollment/Education
296 posts
401(k) Enrollment/Education are distinct but related processes. Enrollment is the formal process of joining a 401(k) plan offered by an employer, while education refers to the information and guidance provided to employees to understand the plan and make informed decisions about their participation.
3 Ways Financial Education Empowers Plan Sponsors and Employees at All Levels
Jeremy France of Morgan Stanley underscores how utilizing financial education can drive better outcomes for plan sponsors and employees
Delta Enhances Popular New Emergency Savings Program
More flexibility, quicker access added to program in partnership with Fidelity and Operation HOPE that already has 33,000 enrollees
Just 20% of Adults Receive Financial Education in High School
A survey by Edward Jones and Morning Consult find that most adults learn about financial education after high school, while 18% never receive education at all
401(k) Participation Rate at All-Time High: Vanguard
“How America Saves” report shows adoption of auto-enrollment has led to participation rate of 83%
3% Cash Back to Save for Retirement: Human Interest Launches ‘Industry First’
Credit card rewards-like program incentivizes participants to start saving in a 401(k)
Virtual 401(k) Education Hits Record Levels: Schwab
In wake of pandemic, participants further embrace integrating virtual education sessions into their schedules
Merging Seven Plans Into One
The OneDigital team faced an ultimate task: create and design a cohesive retirement plan for 1,800 participants by January 1.
Women’s Retirement Savings Suffer Due to Wage Gap
There are a number of routes employers can take to increase retirement savings and financial wellness among women employees, finds a new report by Guideline
5 Notable Participant Behaviors Identified in T. Rowe Price 401(k) Report
While participants have largely stayed the course amid inflation and market volatility, there are some interesting traits from report released today
New Participant Financial Education and Engagement Platform Launched at SageView
Kerry Woods joins SageView to lead new PersonalSAGE financial readiness platform