Curated Content Library - Plan Sponsor Consultants

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Publisher: PLANSPONSOR
Author: No Author

how should plan sponsors communicate when the market plunges plansponsor

Hits to the stock market mean participants will see retirement savings losses, so plan sponsors should have a communication plan in place to steady reactions.

Hits to the stock market mean participants will see retirement savings losses, so plan sponsors should have a communication plan in place to steady reactions.
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Hits to the stock market mean participants will see retirement savings losses, so plan sponsors should have a communication plan in place to steady reactions.
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Tags: participant education, financial wellness, participant communication

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Publisher: 401(k) Specialist
Author: Brian Anderson, Editor-in-Chief

Inflation Worries Savers; Few Act to Counter It

New report from Lincoln Financial shows retirement savers are most concerned about inflation, but few are taking action to combat it

New report from Lincoln Financial shows retirement savers are most concerned about inflation, but few are taking action to combat it
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New report from Lincoln Financial shows retirement savers are most concerned about inflation, but few are taking action to combat it
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Tags: participant behavior, participant education, financial wellness, participant communication, financial stress, inflation

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Publisher: PLANSPONSOR
Author: No Author

Gen Z Employees Seek More Personalized, Year-Round Benefits Experience | PLANSPONSOR

New MetLife data suggests that employers should re-evaluate their benefits strategies with this cohort’s needs in mind.

New MetLife data suggests that employers should re-evaluate their benefits strategies with this cohort’s needs in mind.
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New MetLife data suggests that employers should re-evaluate their benefits strategies with this cohort’s needs in mind.
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Tags: participant education, participant communication, additional benefit, gen-z

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Publisher: BenefitsPRO
Author: No Author

Better 401(k) behavior: 25 ways to 'nudge' employees to sock more money away | BenefitsPRO

Drip marketing works. That’s why employers need to continually show employees more and more reasons why they should save for retirement, using a variety of signs, email campaigns and text messaging.

Drip marketing works. That’s why employers need to continually show employees more and more reasons why they should save for retirement, using a variety of signs, email campaigns and text messaging.
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Drip marketing works. That’s why employers need to continually show employees more and more reasons why they should save for retirement, using a variety of signs, email campaigns and text messaging.
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Tags: participant education, financial wellness, participant communication, retirement savings

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Publisher: Yahoo Finance
Author: No Author

The five biggest things that confuse Americans about retirement

Many have no idea how much they should save or how to invest whatever money they sock away.

Many have no idea how much they should save or how to invest whatever money they sock away.
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Many have no idea how much they should save or how to invest whatever money they sock away.
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Tags: participant education, financial wellness, participant communication, education

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Publisher: 401(k) Specialist
Author: Brian Anderson, Editor-in-Chief

This Gen Z Trait Will Disrupt Retirement Industry Most by 2030

Gen Z is shaking up the retirement plan industry because of their growing demand for personalized investment advice.

Gen Z is shaking up the retirement plan industry because of their growing demand for personalized investment advice.
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Gen Z is shaking up the retirement plan industry because of their growing demand for personalized investment advice.
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Tags: participant behavior, participant education, participant communication, gen-z, advice

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Publisher: SHRM
Author: John G. Lynch, Yanwen Wang & Muxin Zhai

Viewpoint: Stop Employees from Cashing Out Their 401ks When Leaving a Job

401k savings are vulnerable during a job transition. This article breaks down why cashing out is not a good idea and how you can help employees avoid it.

401k savings are vulnerable during a job transition. This article breaks down why cashing out is not a good idea and how you can help employees avoid it.
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401k savings are vulnerable during a job transition. This article breaks down why cashing out is not a good idea and how you can help employees avoid it.
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Tags: participant behavior, participant education, participant outcomes, participant communication

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Publisher: 401(k) Specialist
Author: Thomas Hawkins

3 Ways 401k Plan Sponsors Can Boost Participant Awareness - 401(k) Specialist

Want to boost financial awareness among participants? Check out these best practices.

Want to boost financial awareness among participants? Check out these best practices.
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Want to boost financial awareness among participants? Check out these best practices.
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Tags: participant education, financial wellness, participant communication

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Publisher: Retirement Clearinghouse Logo
Author: No Author

Individuals - The RCH Cashout Calculator

Making a 'cashout calculator' available to employees can help them understand the high cost of cashing out, even for small 401(k) balances.

Making a 'cashout calculator' available to employees can help them understand the high cost of cashing out, even for small 401(k) balances.
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Making a 'cashout calculator' available to employees can help them understand the high cost of cashing out, even for small 401(k) balances.
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Tags: participant behavior, participant education, participant outcomes, participant communication, retirement readiness, participant wellbeing, calculator

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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.
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Tags: participant education, participant outcomes, 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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