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

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Oct 02, 2023 331 likes •380 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

SLIDE 1

Retirement Readiness: Plan Sponsor Success Factors

Monique Little First Tech Credit Union

SLIDE 2

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

SLIDE 3

Leveraging Opportunities

Retirement Readiness

Benefits Enrollment Financial Wellness WiredWell Goal Setting Pay Discussions Total Rewards Statements Employee Engagement Reviews

SLIDE 4

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