Retirement Readiness: Plan Sponsor Success Factors Monique Little - PowerPoint PPT Presentation

Oct 02, 2023 •331 likes •378 views

Retirement Readiness: Plan Sponsor Success Factors Monique Little First Tech Credit Union Beyond the Basics Provide tools that help employees stay financial fit Help employees see the whole picture Leverage opportunities to promote

Retirement Readiness: Plan Sponsor Success Factors Monique Little First Tech Credit Union
Beyond the Basics • Provide tools that help employees stay financial fit • Help employees see the whole picture • Leverage opportunities to promote retirement messages • Engage leaders and create a shared ownership in promoting employee engagement and participation
Leveraging Opportunities Benefits Enrollment Employee Financial Engagement Wellness Reviews WiredWell Retirement Readiness Total Goal Rewards Setting Statements Pay Discussions
Getting Started • Plan Sponsor: • Think beyond traditional retirement education • Identify annual HR initiatives that align with retirement readiness activities • Partner with your plan provider for additional support • Engage your leadership team • Consultants/Plan Providers: • Know your client: Understand their employees, challenges and annual retirement discussion opportunities • Revisit your resources and recommend relevant educational tools for your clients

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