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.
Big Opportunity in Small 401(k) Plan Market
Think small to go big—at least with 401(k)s. That appears to be the lesson from the August 2016…
September 12, 2016
5 Surprising Fears from a 401(k) Focus Group
Employer concerns retirement plans include auto-enrollment, costs, and state-run programs, according to a Pew Charitable Trusts study.
September 9, 2016
401(k) Confidence a Matter of Education, Not Resources
The link between understanding key retirement planning principles and retirement confidence holds true for people at all income levels.
August 31, 2016
Don’t Let ‘Breaking News’ Break Your 401(k) Strategy
After the Brexit vote, I heard a number of financial “experts” on television warn 401(k) plan participants to…
August 16, 2016
3 Realities of 401(k) Financial Wellness Programs
Learn how to implement effective financial education programs for employees, addressing financial illiteracy and poor spending habits.
August 10, 2016
Is 401(k) Education Causing Income Planning Angst?
Little wonder—while Americans are optimistic about the possibility of living an average of 30 extra years, 70 percent feel…
August 5, 2016
401(k) Financial Wellness Amps Up with Digital Release
Financial wellness is the buzzword du jour, but there’s no denying its critical importance in ensuring good 401(k)…
August 2, 2016
How Much Do Participants Really Know About Their 401(k)?
Talk about a leap of faith—401(k) participants are confident about their plans, yet many have no idea how…
August 1, 2016
What are the Roots of 401(k) Financial Illiteracy?
Adult illiteracy in the area of finances stems from inadequate preparation in high schools and universities. Students are…
July 29, 2016
Employer Concern Rises Over 401(k) Retirement Readiness
Your boss might resemble Michael Scott, but at least he cares. He, and other U.S. employers, are becoming…
July 27, 2016