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Retirement Education Series

Help inform participants on the basics of saving for retirement

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For over a decade we’ve conducted research on retirement plan participant behaviors and general retirement understanding. We are committed to helping plan sponsors and advisors provide thoughtful participant communications programs that make the complex simple for employees on the path to securing their retirement future.

According to a Recent AB Survey…*

Seven in ten companies now offer financial wellness programs.

61% of plan sponsors whose companies offer financial wellness programs say employees are more engaged with the organization.

71% of sponsors say the most popular wellness topic is around tools to help participants make decisions around retirement financial planning and budgeting.

*Source of "Did You Know?" factoids is AB, Inside the Minds of Plan Participants, 2021 and Inside the Minds of Plan Sponsors, 2019.