Nov 13, 2017 | 401(k), 401(k) Participant Education, Retirement Readiness
Better Participant Outcomes – Part 2 As discussed in our previous post Better Participant Outcomes: The Problem, one of the biggest issues preventing better participant outcomes is participant apathy. If one of the barriers is participant apathy, what is the...
Nov 6, 2017 | 401(k), 401(k) Participant Education, Retirement Readiness
Better Participant Outcomes – Part 1 The 401(k) retirement plan is the principal retirement savings mechanism for many Americans. Almost 80% of all Americans have access to a workplace-sponsored 401(k) plan. With total assets of nearly $5 trillion, these plans...
Oct 23, 2017 | 401(k), 401(k) Participant Education, TRAK
We are pleased to announce a new report service for plan advisors, we will create and even distribute the personalized participant reports for advisors who would like to outsource this process. “Advisors have found these reports to be instrumental in motivating...
Sep 25, 2017 | Personal Finance, Retirement Readiness
In 2017, nearly one-third of employees withdrew funds from a retirement account for expenses other than retirement. That is the data presented by PwC in their 2017 Employee Financial Wellness Survey. If this survey is representative of the general population then this...
Aug 28, 2017 | Financial Advisors, Retirement Planning Software, TRAK
Connecting Your Clients to the Data In previous posts linked below, we have talked about motivating clients through engagement and education. One hurdle many advisors face, even in an engaging educational process, connects their clients to the data. This often occurs...
