5 Ways to Refresh Participants’ Retirement Outlook During Open Enrollment

For: Focus on:
Participants not getting the full match Actionable content encouraging participants to save more to get the full match
Participants not enrolled in an auto-increase program Adoption of auto-escalation and enable participant inertia to have a positive impact
Participants above the match but not at the federal limit Communicating the benefits of a 1%-2% increase; include an interactive calculator to show how a small increase can have a meaningful impact on balances at retirement