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.
Why 401(k) Financial Wellness Works for Advisors, Sponsors and Clients
This video is titled “Financial Wellness for Advisors – Paul Mahan Commonwealth Financial Network” and features Paul Mahan…
How to Make Employees Become 401(k) Participants: Behavioral Scientist
Too often, employees don’t seem to read and act on requests from HR and their retirement team. I…
401(k) Advisors Fail at Financial Education
“The employer will match 50 percent of employee 401(k) contributions for the first 6 percent that an employee…
Surprise! Who Stresses Most About Retirement Saving?
Bad news on the retirement savings front, as the number of workers who say they are not yet…
Top 10 Most Widely Used Fund Families for 401(k) Plan Participants
Whomever said advertising doesn’t pay is probably out of business. As with the Budweiser Clydesdales and wisecracking geckos,…
Goofball Gronk’s Smart NFL Retirement Saving Decisions
It may be offseason, but last weekend’s draft festivities highlighted the excitement (and anxiety) surrounding newly minted NFL…
Who Do 401(k) Participants Look to for Financial Education? (Hint: Not Who You’d Think)
Important tip; don’t listen to drunk Uncle Joe when deciding on your (or your client’s) financial future. The…
The Critical Importance of 401(k) Financial Wellness: Bill Chetney, Global Retirement Partners
401(k) financial wellness programs boost productivity with personalized advice, education, and integrated retirement planning.
The Next Phase of 401(k) Financial Education is …
Bill Chetney doesn’t hold back on where he sees 401(k)s go right—and wrong. The former LPL exec and…
The Problem with 401(k) Auto-Enrollment
Boost retirement savings with 401(k) auto-enrollment. Explore its benefits and potential drawbacks in this essential guide.