<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=1676018699383895&amp;ev=PageView&amp;noscript=1">

Insights

The 5 Essentials for Guiding Participants Toward Retirement Readiness

5essentials-blue-1

At GuidedChoice, we believe plan sponsors should be able to plug advice into their plan, without upsetting their existing plan menu. They should be confident that the advice is free of conflicts, and that it treats participants as unique individuals — participants deserve more than an asset allocation schedule determined by their age. They deserve first-rate wealth planning advice that is affordable for even the smallest plans. Advice that allows them to sustain their quality of life and pursue retirement ambitions, while taking an appropriate amount of risk. 

Read More

Topics: Asset Allocation, retirement readiness, personalized advice

Harnessing the Power of Retirement Readiness to Enhance Plan Success and Improve Outcomes

Posted by GuidedChoice on Sep 12, 2018 10:29:14 AM

shutterstock_410963488

Historically, retirement plan sponsors, advisors and recordkeepers have assessed plan health based on fundamental metrics such as participation and deferral rates. While these are significant on their own merits, they don’t reveal anything about “retirement readiness” — that is, how financially prepared an organization’s workforce is for retirement. After all, the key purpose of a workplace retirement plan is to provide employees an opportunity to set aside a portion of their earnings to build financial security for their so-called “golden years.” 

Read More

Topics: Business Insights, financial wellness, retirement readiness, plan metrics, participant readiness, retirement plan health metrics, plan analytics dashboard, DC plan analytics, 401(k) health analytics, plan analytics, plan health metrics

dailyVest and GuidedChoice Partnership Embodies Plan Health Trends

Posted by Olivia Jack of Corporate Insights on Jul 19, 2018 10:22:12 AM

Article written by , Corporate Insights

The emergence of plan health data and tools that intuitively communicate critical plan and aggregated participant metrics continues to be the most prominent trend within the digital plan sponsor arena. At the start of 2017, 40% of firms within the Retirement Plan Monitor – Institutional coverage set offered some sort of plan health tool. 

Read More

Topics: Business Insights, For Business, plan sponsor dashboard, Retirement outcomes, retirement readiness, plan analytic dashboard

Subscribe Here!

Recent Posts