Browsing Tag
401(k) Education / Enrollment
296 posts
401(k) Education: Know Your Participant Demographic
It still (still!) needs to be said—Millennials and Baby Boomers send and receive information differently. Think it might…
Shock (Not)! Millennial Savers Say One Thing, Do Another
With screen time, videogames, Minecraft—is anyone at all surprised? Fully 78% of millennials say they prefer online videos…
Do 401k Participants Know What They Want and Need? 2019 NAPA 401(k) Summit
“We tell participants how much they should save, when many times we don’t know (and they don’t know)…
What to Watch For With 401k ‘Autos’
They’re unquestionably effective, but can at times be “logistical nightmares” for HR reps, according to Ashley Rosser, president…
‘See-Saw’ Stock Prices Prompt 401k Fixed Income Flow
Despite relatively solid market performance overall in the wake of market turbulence late last year, 401k plan participants…
Wade Pfau to Head RICP Designation at The American College
In a move that should come as little surprise to anyone familiar with Wade D. Pfau, Ph.D., CFA,…
Hillbilly to Harvard, Ignorance to Inspiration: 2019 Fi360 Conference
Author and historian Tara Westover delivered a subdued, yet powerful, presentation to attendees of Fi360’s annual conference in…
April Top Advisor by Participant Outcomes (TAPO)—Kristi Baker
Early-On in Employee Education and Engagement CSI Advisory Services certainly knows a thing or two about retirement plans.…
Run! 401k Fun in Full Swing: 2019 NAPA 401(k) Summit
We all know the importance of financial wellness, and how it’s largely based on employer health and wealth…
Panic Attack: Worker Financial Stress Costs Employers $500 Billion Annually
Another head-shaking survey making a case for employers to provide financial wellness programs for an all-too-big percentage of…