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.
(Sigh) 401(k) Participants Continue to Save Little, Spend Quickly, Take Loans
The latest installment of ongoing research finds retirement plan participants behaving badly in the areas of saving, spending…
Why Employers’ Retirement Plan Misperceptions Could Kill Their Business
In the world of retirement planning, perception and reality often travel different roads. For many years, EBRI’s Retirement…
How to Help Break Bad 401(k) Behavior
Our ears always prick when Nobel laureate Richard Thaler’s name is dropped. Christine Long from PIMCO explains.…
Friend or Financial Expert—Who Gives Better 401(k) Advice?
Sounds crazy (and hardly surprising), but too many participants get their financial advice from family and friends with…
Data Dump—401(k) Plan Participants Stay the Saving Course
The Investment Company Institute is out with its latest roundup of retirement saving behavior, and things are looking…
How to Be More Efficient in 401(k) Education Outreach
Discover efficient 401(k) education outreach strategies with Jeanne Fisher using tech, tools, and smart communication.
Breaking Bad (Behavior)—Are We Hardwired to Hate 401k Saving?
Dismal savings rates by the majority of the public put people decidedly in the grasshopper camp, but the…
Drowning in Debt: Its Effect on Workplace Productivity
Financial stress affects job performance. Learn how financial education can ease employee financial stress and boost productivity.
Save Responsibly: National Retirement Security Week Is Here Again
Where did the year go? National Retirement Security Week is once again here with a great message for…
Why 401(k) Financial Literacy Should Be Front and Center
Blake Thibault, managing director of Heffernan Financial Services, has plenty to say about the firm’s efforts in the space.…