Session 1: Essential Communication Strategy for Any Retirement Program
Date: Sunday, October 22, 2023
Time: 3:15–4:15 p.m. PT
Location: Omni La Costa, San Diego, California
In this session, Jen Benz discusses how to develop a cutting-edge strategy to educate and motivate plan participants. This session offers invaluable insight on effectively engaging employees across different generations via a wide array of outreach methods. From traditional snail mail to digital emails, videos, text messages, posters, and social media, a well-crafted and purposeful plan can deliver the results you’re striving for. Learn how to enhance your communication strategy and unlock the potential for greater employee engagement and motivation.
Speaker:
Session 2: Track A Interactive Workshop: Unlocking Retirement Plan Participation—Trending Approaches on Employee Engagement
Date: Monday, October 23, 2023
Time: 2–2:50 p.m. PT
Location: Omni La Costa, San Diego, California
In this hands-on session, you’ll delve into current approaches and innovative strategies that have proven effective in boosting retirement plan participation. “Meeting employees where they are” now means delivering a simplified yet proactive, tailored communication strategy using employee data and surveys to inform financial education programs and tools.
This session will offer both current and leading-edge advances in:
This dynamic session provides practical ways to revolutionize retirement plan participation and give your workforce the tools and knowledge they need to confidently prepare for a secure financial future.
Panelists: