What It Takes to Have a Winning Benefits Communications Plan for Your Employees

October 25, 2011

Congratulations to the most recent PSCA Signature Award Winners for 2011!  The Profit Sharing/401(k) Council of America (PSCA) announced the winners of their Signature Awards at a special presentation at its 64th Annual National Conference at The Mirage in Las Vegas last month, to honor excellence in plan communication and education.  This year, the Signature Award judges recognized 48 winners in 18 categories, based on how companies design, manage, and provide defined contribution communication and investment education to plan participants.  Signature Award judges carefully review how effective the campaign was at achieving its goals and I’m proud to say that 3 employers that I have worked closely with over the past few years, were recognized as 2011 Signature Award Winners. Continue reading “What It Takes to Have a Winning Benefits Communications Plan for Your Employees”

How Do I Start to Educate Myself About Investing?

June 09, 2011

Now that my wife and I have, for the most part, settled in our new hometown of Chicago, I have decided that my vacation from working out is officially over.  So last week I actually completed my first full week of the P-90X workout (haven’t joined a gym yet).  I must tell you that in some of the workouts, yoga and kenpo for example, I felt like an absolute klutz!  That got me to thinking about how many people might feel when they want to learn about investing on their own for the first time.  The good news is that like learning yoga (and kenpo), with time, continued education and practice, you will become more confident in your investing.  With that, take a look at these tips to get you started in the wonderful world of investing. Continue reading “How Do I Start to Educate Myself About Investing?”

How Much Investment Education Do I Really Need?

January 06, 2011

I often get asked the best way to learn about investing.  It really is quite simple.  Just like anything else, if you have even a slight interest in something, you will be more open to learning about that topic.  For investing, some people will want to learn everything they can because they aspire to manage their own portfolios at some point.  Others will want to know just enough so that they will not be taken advantage of.  But, everyone should have at least an understanding of not only what they’re invested in but also why. Continue reading “How Much Investment Education Do I Really Need?”