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401k Eligible – Personalized Emails to Workers

401k Eligible – Personalized Emails to Workers. People are inundated with emails and are less likely to open them up if they are from someone they don’t know, even their 401k or 403b record keeper. And many employees that become eligible to join the organization’s retirement plan or are not saving to the match don’t realize that they are leaving money on the table.

Learn how an HR director of a 409 employee organization attending a TPSU program held at Loyola University uses personalized emails to effectively increase participation and deferral rates. Though it can be a lot of work, the results are worth it.

And though personalized engagement and encouragement are important, that same HR director is looking into auto-enrollment and re-enrollment as well as enhanced employee education.

Fred Barstein

Fred Barstein

Founder & Editor-in-Chief at 401kTV | TRAU | TPSU
Fred Barstein is the Founder & Editor-in-Chief of 401kTV. Fred is also the Founder and CEO of The Retirement Advisor University (TRAU), a collaboration with UCLA Anderson School of Management Executive Education and The Plan Sponsor University (TPSU).Mr. Barstein was also Founder and Editor-in-Chief of NAPA Net.
Fred Barstein

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