From Auto-Enroll to Outcomes: The Power of Day-One Guidance
In a world where auto-enroll is table stakes, real outcomes still hinge on intentional onboarding and a documented process. That means giving new hires clear...
Employee training
Empowering Employees Through Clear Benefits Communication
Clear, consistent communication around employee benefits is essential—especially when it comes to understanding changes, updates, and cost considerations. Without it, employees are often left guessing...
Helping Former Employees Keep Their Retirement on Track
When employees leave a company with small 401(k) balances—typically under $7,000—plan sponsors are permitted to initiate a “force-out,” removing these accounts from the plan. While...
Less Is More: How Reducing 401(k) Loans Can Boost Retirement Readiness
Improving a company’s 401(k) loan policy is a strategic way to promote both employee financial wellness and long-term retirement readiness. Allowing too many concurrent loans...
Employers Should Offer Reliable Financial Education – Social Media Isn’t the Answer
A recent study by blockchain technology hub Social Capital Markets reveals a troubling trend: 71% of financial advice consumed by younger generations on social media...
Younger Workers Need More Financial Education
A recent survey by Corporate Insight and the SPARK Institute reveals a sobering reality about financial literacy among young Americans. The 2024 Financial Literacy Survey...
Financial Wellness: Supporting Employees in Challenging Times
Financial stress has emerged as a critical issue in the workplace that demands employers’ immediate attention. Recent data from earned wage access company ZayZoon reveals...
Words Make All the Difference in Improving Participation and Outcomes
Canadian philosopher and media theorist Marshall McLuhan is famous for coining the phrase, “The medium is the message.” His iconic observation suggested that the form...
Drive Engagement in Financial Planning Meetings with Free Food
Drive Engagement in Financial Planning Meetings with Free Food If you’re an employer looking to increase participation in your financial planning meetings, consider offering free...
Important Considerations for Hiring a Retirement Plan Consultant
Working with a retirement plan consultant can help you design and offer a competitive retirement plan benefit to attract and retain top talent. A good...
