Tag Archives: retirement plan
What Young People Need to Know About Retirement
It’s too early for me to worry about retirement. That’s a common mindset of a lot of young people, including many of those we try to reach with our retirement education efforts…
A Great Retiree Migration Abroad is Not so Far Fetched
The world is the same size it was thousands of years ago – it just feels so much smaller…
Strategies to Discourage Employees From Opting Out of a Plan
Question: We are going to start automatic enrollment in our retirement plan at 1% for all eligible employees. We want to discourage our employees from opting out of the plan. What are some strategies we can use to keep them [Read more...]
How to Design a Retirement Education Program That Reduces Your Company’s Legal Liability
As the legal environment is tightening around plan sponsors’ fiduciary responsibilities, we regularly get questions from plan sponsors on what type of education program they need to offer employees to adequately protect themselves against lawsuits from employees claiming they did [Read more...]
Managing Retirement Plan Changes
Question: We are constantly making changes to our retirement plan. The problem is, employees are confused because changes happen so rapidly, and sometimes even changes that we consider to be positive are being taken out of context. How can we [Read more...]
Charging for Cost of Retirement Education. Can We Do it? Is it Worth It?
Q: Can we charge the cost of retirement education to the plan and what are the pros and cons of doing so?
How to Design a Retirement Education Program That Reduces Your Company’s Legal Liability
As the legal environment is tightening around plan sponsor’s fiduciary responsibilities, we regularly get questions from plan sponsors on what type of education program they need to offer employees to adequately protect themselves against lawsuits from employees claiming they did [Read more...]
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