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Pattison Pension
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Plan Administrator, Defined Benefit & Cash Balance The Pension Source
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Financial Wellness and Education for NQDC Participants
CAPTRUST
June 19, 2025 "Increasingly, plan sponsors are realizing that many NQDC plan participants are underinformed or simply unaware of how to take full advantage of their plans. The result? A growing need for robust financial wellness solutions that offer not only education but personal financial advice.... [1] Use live sessions to spark engagement ... [2] Provide support before the enrollment window ... [3] Pair digital tools with human help ... [4] Tailor communication to senior leaders." MORE >> |
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