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.
The Single BIGGEST Factor in 401(k) Participant Decision-Making?
Behavioral economist, TED Talker and UCLA professor Dr. Shlomo Benartzi shoots high. His goal is to “help people…
How are 401(k) Participants Doing in 2015?
Explore the findings of the Retirement Savings Trends 2015 study, showing continued dedication to retirement saving despite economic shifts.
Where the United States Ranks in 401(k) Financial Literacy (It’s as Bad as You Think)
We can’t even beat our friendly neighbors to the north. If you’ve ever wondered why we’re so bad…
Schwab IMPACT 2015 Kicks off With Cool Soul, Cold Drinks, Conversation
Charles Schwab’s annual confab kicked off in Boston with a preconference session Tuesday afternoon followed by an opening…
Shock! 401(k) Investors Don’t Always Behave as They Should
No, really, it’s true. In yet another confirmation that we’re our own worst enemies, especially when it comes to investing,…
Be True to Your School: High Schools Now Teach Reading, Writing, 401(k)s
Client education seminars might not be as necessary in the future. The reason? High school coursework in 401(k)s.…
Obamacare Open-Enrollment Reminder of Health Care/Retirement Tradeoff
The Simpson-Bowles Commission found addressing health care too daunting in its debt and deficit reduction recommendations. Rate increases…
Fun with 401(k)s: Financial Finesse Solves America’s Retirement Crisis
It’s over; we can all go home. With the majority of employees facing delayed retirement or worse, not…
Seattle Seahawks’ Marshawn Lynch: 401(k) Advisor
Quarterback Russell Wilson has a bachelor’s degree from NC State and a masters from Wisconsin. Richard Sherman graduated…
401(k) Assets: 3 Reasons They’re on the Rise
Do employers finally get it, or is it a defensive move to prevent top talent from leaving? Who…