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What’s the best way to receive 401(k) information?

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in Compensation and Benefits,Human Resources

When it comes to learning how to manage their defined-contribution retirement benefits, employees are old-school. They would rather meet one-on-one with a financial professional than have information pushed to them electronically.

  • 1-on-1 meeting with financial advisor  71%
  • Seminar or formal presentation  46%
  • Info posted on internal website  40%
  • Brochures  33%
  • Info sent to mobile device  21%
  • Info posted to social media  11%

Source: Gallup poll, March 2015

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