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.
Survey Says: Men, Women Far Apart in 401(k) Retirement Prep
Men are from Mars, women are from Venus and 401(k)s are off floating around in space somewhere. These…
IMCA Introduces New Online Education Offering
Who doesn’t love a compilation of greatest hits? If you need CE credit, you’d be hard-pressed to find…
Why Emphasize 401(k) Financial Wellness?
Financial wellness programs ease stress and help employees better manage money, leading to smarter 401(k) plan participation.
Does 401(k) ‘Financial Wellness’ (Whatever That Means) Really Work?
Does “financial wellness,” that nebulous buzzword of the moment with no standardization or measurement of success, actually work?…
Want to Change 401(k) Participant Behavior? Start With Their Beliefs
A morning session at the GRP Advisor Alliance 2016 Industry Leaders Conference in Haines, Alaska on Sunday centered…
How Long Will 401(k) Participants Really Have to Work?
It’s a question that’s becoming increasingly central to retirement planning discussions: Just how long will workers need to…
Who Has the Most, and Least, Access to a 401(k) Plan?
Access to employer-based 401(k) plans is a hot topic, with more states and municipalities implementing government-run 401(k) plans for workers…
Half of Americans Have No Idea What to Do with their 401(k)
401(k) advisors take heed (and heart). Almost half of the adult population with 401(k)s and other self-directed retirement…
401(k) Education Needs to Change, Or Else …
Improve 401(k) outcomes by transforming employee financial education to address both immediate and future savings needs effectively.
401(k) Aggregation: An Advisor’s David to the Industry’s Goliath
Aggregation–in any number of flavors–is growing in the retirement space, and with good reason. The economics and scalability…