How a Financial Wellness Expo Became the Hottest Ticket in Town

One of the biggest challenges for financial wellness programs is engaging employees. But what if I told you that one plan sponsor figured out how to pack a convention center with 3,000 people for a financial wellness expo? Yes, that is not a typo: three thousand people! This is not some retirement p…

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Budgeting and Retirement Plan Engagement

In this week's Top of Mind, Mike Webb shares how some retirement plan recordkeepers are using budgeting portals to help plan participants save more for retirement.

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Don’t Pay Full Price!

In this week’s Top of Mind, Mike Webb discusses how utilizing cost saving apps can help make saving for retirement more affordable.

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Did Someone Try to Hack My Retirement Account? My Personal Cybersecurity Issue

On a recent evening as I was catching up on emails, I received a verification code from my retirement plan’s recordkeeper.  You know - those codes they send to verify that you are, in fact, you; particularly when you log in from a different computer? The trouble that evening was that I had not …

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The Retirement Fun House: The Battle to Engage Participants

In light of the fact that this week is National Retirement Security Week, I thought it would be interesting to take a look at what recordkeepers are doing on the front lines to motivate retirement plan participants to save, invest wisely, and otherwise ensure that their retirement is, well, secure.&…

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Catching Up with Recordkeeper Technology

I spend a lot of my on-the-job time researching the recordkeeping platforms of retirement plan sponsors.  In the course of my research, as of late, I have come across an interesting phenomenon. For lack of a better term, I will call it technology lag. Recordkeeper technology, for the most pa…

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My Week Without a Smartphone

Mike Webb discusses how he survived a week without a smartphone.

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