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.
401(k) Education: Know Your Participant Demographic
Explore key differences in retirement education demographics for Millennials and Baby Boomers with Anthony Tomusla.
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 401(k) 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 they're saving for," says Patrick Delaney, vice president of T. Rowe Price Investment Services.
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 of Victory Fiduciary Consulting. How do advisors ensure they work?
‘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
Wade Pfau, renowned retirement expert, appointed Director of RICP, enhancing retirement planning education at The American College.
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
CSI Advisory Services expertly navigates retirement plan transitions, from DB to DC, driving innovation and financial security.
Run! 401(k) Fun in Full Swing: 2019 NAPA 401(k) Summit
Financial Fitness Race blends fun, health, and retirement planning while raising funds for charity in cities nationwide.
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…