The UBS managing director explains why financial wellness for participants is much more than “a nice to have benefit."
The director of retirement plans for KerberRose Wealth Management walks through a case study for on-site participant enrollment.
Sherman, of Deschutes Investment Consulting, discusses the importance of communication style and language in reaching participants.
Sylvester, of Shephard Financial, discusses the importance of tracking the plan design decisionmaking process with clients.
Send, of Francis LLC, discusses the importance of connecting with participants beyond the 401(k) to help with overall financial success.
Videos are a powerful way to communicate with participants