Curated Content Library - Plan Sponsor Consultants

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Publisher: PLANSPONSOR
Author: No Author

Considerations for DC Plan Sponsors Integrating ESG Investments

Best practices to communicate to your retirement plan participants about sustainable investments. What are ESGs? How are they invested?

Best practices to communicate to your retirement plan participants about sustainable investments. What are ESGs? How are they invested?
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Best practices to communicate to your retirement plan participants about sustainable investments. What are ESGs? How are they invested?
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Tags: participant communication, investment options, esg

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Publisher: PLANSPONSOR
Author: No Author

Income Projections Coming Soon

Employees may react negatively to upcoming lifetime income illustrations, but employers can be prepared with custom tools and advice for planning.

Employees may react negatively to upcoming lifetime income illustrations, but employers can be prepared with custom tools and advice for planning.
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Employees may react negatively to upcoming lifetime income illustrations, but employers can be prepared with custom tools and advice for planning.
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Tags: participant communication, retirement income, income projections, statements

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Publisher: National Association of Plan Advisors
Author: No Author

How Simple Reframing Can Boost Retirement Savings

“Pennies” over “percent”? A new study finds that a simple change in information architecture, such as how the savings rate is framed, can lead to a significant boost in savings behavior among lower-income employees.

“Pennies” over “percent”? A new study finds that a simple change in information architecture, such as how the savings rate is framed, can lead to a significant boost in savings behavior among lower-income employees.
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“Pennies” over “percent”? A new study finds that a simple change in information architecture, such as how the savings rate is framed, can lead to a significant boost in savings behavior among lower-income employees.
Read More

Tags: participant education, participant outcomes, participant communication

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Publisher: PLANSPONSOR
Author: No Author

Participant Call Volumes and Website Visits Spike in January

Do your employees secretly have 401(k) questions? Financial wellness and increasing contributions could be on their minds.

Do your employees secretly have 401(k) questions? Financial wellness and increasing contributions could be on their minds.
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Do your employees secretly have 401(k) questions? Financial wellness and increasing contributions could be on their minds.
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Tags: participant behavior, financial wellness, participant communication

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Publisher: PLANSPONSOR
Author: No Author

2021 HSA Review: Understanding and Communicating About HSAs

Understanding how health savings accounts work is key to being able to communicate about them to employees and avoid misconceptions. Increase your employees' knowledge about the different savings vehicles they can utilize, like Health Savings Accoun...

Understanding how health savings accounts work is key to being able to communicate about them to employees and avoid misconceptions. Increase your employees' knowledge about the different savings vehicles they can utilize, like Health Savings Accoun...
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Understanding how health savings accounts work is key to being able to communicate about them to employees and avoid misconceptions. Increase your employees' knowledge about the different savings vehicles they can utilize, like Health Savings Accoun...
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Tags: participant communication, hsa

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Publisher: BenefitsPRO
Author: Michael S. Fischer

Best and worst retirement plans for digital experience: J.D. Power, 2021

Want to create a better digital retirement plan experience for employees? Most say they want proactive guidance, relevant content and easy to find information.

Want to create a better digital retirement plan experience for employees? Most say they want proactive guidance, relevant content and easy to find information.
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Want to create a better digital retirement plan experience for employees? Most say they want proactive guidance, relevant content and easy to find information.
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Tags: participant communication

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Publisher: SHRM
Author: Stephanie Vozza

How Managers Can Use the Rules of Comedy to Engage Teams

These four rules of comedy can help managers ensure that employees feel valued and safe sharing their ideas in the workplace

These four rules of comedy can help managers ensure that employees feel valued and safe sharing their ideas in the workplace
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These four rules of comedy can help managers ensure that employees feel valued and safe sharing their ideas in the workplace
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Tags: participant communication, employee communication

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Publisher: Empower
Author: No Author

Less Jargon, More Clarity: Improving retirement plan communications

52% of millennials say that financial terms make them hesitant to talk about money - simple, concise language from their employer can help.

52% of millennials say that financial terms make them hesitant to talk about money - simple, concise language from their employer can help.
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52% of millennials say that financial terms make them hesitant to talk about money - simple, concise language from their employer can help.
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Tags: participant behavior, participant communication

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Publisher: PlanSponsor
Author: No Author

Participants Want Simplified Investment Education

Your employees need help understanding plan investment menus and investment options

Your employees need help understanding plan investment menus and investment options
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Your employees need help understanding plan investment menus and investment options
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Tags: participant education, participant communication

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