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Poke the Bear: Changing the Way We Engage Plan Participants

University Conference Services

May 21, 2020
Recorded Online

Information overload and complex financial jargon can make it more challenging to reach and successfully engage your participants, but it also presents an opportunity to develop new ways to connect with people and show them the importance of saving and planning for a successful retirement.

In this session, learn about innovative, unorthodox, impactful, and exciting ways plan sponsors can connect with their participants in this new, predominantly remote work environment to help lower the anxiety about saving for retirement while driving better outcomes.


  • Jason Chepenik, Managing Partner, Chepenik Financial
  • Joe DeBello, Retirement Plan Consultant, Chepenik Financial

More Information, How to Register

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