Events

Session 1: Essential Communication Strategy for Any Retirement Program

Date: Sunday, October 22, 2023

Time: 3:15–4:15 p.m. PT

Location: Omni La Costa, San Diego, California

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In this session, Jen Benz discusses how to develop a cutting-edge strategy to educate and motivate plan participants. This session offers invaluable insight on effectively engaging employees across different generations via a wide array of outreach methods. From traditional snail mail to digital emails, videos, text messages, posters, and social media, a well-crafted and purposeful plan can deliver the results you’re striving for. Learn how to enhance your communication strategy and unlock the potential for greater employee engagement and motivation.

Speaker:

• Jen Benz, Senior Vice President, Communications Leader, Segal Benz

Session 2: Track A Interactive Workshop: Unlocking Retirement Plan Participation—Trending Approaches on Employee Engagement

Date: Monday, October 23, 2023

Time: 2–2:50 p.m. PT

Location: Omni La Costa, San Diego, California

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In this hands-on session, you’ll delve into current approaches and innovative strategies that have proven effective in boosting retirement plan participation. “Meeting employees where they are” now means delivering a simplified yet proactive, tailored communication strategy using employee data and surveys to inform financial education programs and tools.

This session will offer both current and leading-edge advances in: 

• Participant preferences: Latest DC plan participant industry survey that offers insight into how investment selections can increase engagement
• Gamification and digital tools: How to incorporate technology-based solutions to simplify processes, provide personalized guidance, and track progress
• Financial education and communication strategies: Proven financial education programs and tailored communication strategies that inspire employees
• Peer-to-peer influence and social networks: Leading strategies for creating a supportive community that encourages employees to share experiences, knowledge, and success stories

This dynamic session provides practical ways to revolutionize retirement plan participation and give your workforce the tools and knowledge they need to confidently prepare for a secure financial future.

Panelists:

• Jen Benz, Senior Vice President, Communications Leader, Segal Benz, Moderator
• Kara Johnson, Senior Benefits Specialist; 401(k) and Deferred Compensation Plans, Daimler Truck North America
• Kate LeBlanc, Director, Retirement Readiness, California State Teachers’ Retirement System (CalSTRS)
• Liana Magner, Executive Vice President, Head of Retirement & Institutional, Natixis Investment Managers
• Jon Parese, Sr Director, Retirement Services Education, ADP