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.
How Well Are You Connecting with 401(k) Education?
Change retirement savings behavior to address stress, improve engagement, and secure financial futures for employees and employers.
‘Is Your 401(k) Lake Frozen?’ Opinion
“You know those ducks in that lagoon right near Central Park South? That little lake? By any chance,…
How to Get 401(k) Participants in Financial Shape
You can lead a horse to water …Financial wellness programs are on the rise. Now it’s only a…
How to Ace 401(k) Plan Enrollment Meetings
“Stay away from irrelevant topics and information overload.” Sage advice from a breakout session Friday afternoon at TD…
Another State Offers Government-Sponsored 401(k) ‘Marketplace’
New Jersey is the latest to adopt a state-run retirement plan for private businesses. However, in a compromise…
401(k) Watch: Worst Week for Equity Mutual Funds Since August Correction
So much for the January Effect—the traditional stock market rise driven by investor optimism for all that’s to…
401(k) Participants Do Well by Doing Nothing
And what, exactly, is the problem? While it may be frustrating for financial services companies looking to benefit…
Steep Rise in First-Time 401(k) Enrollment in 2015
2015 was a very good year in one key area – 401(k) enrollment. A look across Bank of…
401(k) Target-Date Users Wrong In One Key Area
Investors like target date funds, but investors don’t understand target date funds. That’s the findings of the latest…
The ‘Best’ Argument For 401(k) Investment Ever
Here’s a new one to share in education and enrollment meetings—invest in a 401(k) or have your savings…