Employee Education is Very Effective when 401k Plan Participants Learn via Multiple Styles. During a recent Fiduciary Education Program delivered by The Plan Sponsor University TPSU at University of Wisconsin, financial wellness and education were topics of conversation, because they work!
The Benefits Analyst at an affiliated services firm, which provides services to architects and engineers across the nation, shared how their organization used financial wellness to make a difference with plan participants.
The financial wellness was part of a three-pronged strategy which used one-on-one meetings, financial literacy, and the plan’s recordkeeper to drive results.
