Here’s a summary of our interview at the Excel 401k Conference – Jason Chepenik, Chepenik Financial:
- Jason Chepenik discusses the significance of financial wellness and education in 401(k) plans.
- Emphasizes the need for customized communication strategies for different employee demographics.
- Highlights the role of technology in improving 401(k) engagement and participation.
- Stresses the importance of personalized financial advice and planning.
- Advocates for ongoing education and support to help employees make informed financial decisions.
For more details, you can watch the full video here.
See Also:
- Why Creativity is the 401(K) Advisor’s Job
- Jason Chepenik’s TAPO Redux: Bigger, Better, More Creative
With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of 401(k) Specialist and Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots. Experienced financial services content executive specializing in creative new media delivery. He joined the American Retirement Association in 2023 as Chief Content Officer, overseeing communications for the organization, as well as its sister organizations.