Help Your Employees Help Themselves: A Discussion on Financial Education and Communication

This session is from the September 2024 Trustee School. Content may be dated.
 
Session Summary: This session will explore ways to improve defined contribution plan success and participant outcomes through better communication and increased education. 
 
Presenter:
Patrick Harris
Managing Director
IRA Group
 
Kerry Sette
Vice President, Head of Consumer Insights & Research
Voya
 
Anthony "Tony" Madera, AIF©, PRP©, CRC, MBA
Senior Recruitment Plan Consultant
Gallagher
 
Moderator:
Christopher Reynolds, CRPF™, CIMA CEBS, CPP
Owner, President
Fiduciary Services Unlimited LLC
Credits: This course is worth 1.0 GAPPT CEC (Continuing Education Credit). It also qualifies for 0.1 IACET CEU (Continuing Education Unit).
Instructions: Participants must watch the session video presentation and pass the session assessment to earn GAPPT CECs and IACET CEUs.
Prerequisites: None.
Equipment Requirement: Computer, tablet or smartphone and internet access. To avoid issues, please use Google Chrome as your browser.
Cost: Member Registration: $80.00 / Non-Member Registration: $120.00
 

Course Details

FAQ

In this session, participants will learn to:

  • Discuss survey results regarding what participants want from their DC plan and how they plan to utilize it for retirement.
  • Discuss communication strategies to increase plan awareness and participation.
  • Identify methods used to successfully increase employee contributions.
  • Discuss the mix of investment options needed to adequately meet participant needs.
  • Review ways to improve retirement outcomes through better asset allocation.
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