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Participant Engagement
Participant Engagement Inspiring Individuals to Look Ahead
Plan sponsors are seeking ways to help participants stay cool amidst market volatility. Here, we're offering insights on how to deliver communications that provide clarity, consistency and empathy. Read more
Retirement readiness works best as a collaborative experience, with participants and plan sponsors benefiting from knowledgeable partners who can provide and coordinate expertise in the forms of:
Solutions to support life's transitions, at employer and legislative levels
Practical financial wellness guidance for sponsors and savers
Communications to educate and inspire individuals today in pursuit of their goals tomorrow
At State Street, our dedicated Participant Engagement team is positioned at the intersection of investment strategy, public policy and marketing execution, working directly with sponsors to develop effective participant outreach strategies that drive action.
How 2020 Has Reinforced the Importance of Participant Engagement
Reflecting on 2020, our GR3 research and the thoughtful insights of leading plan sponsors leave us optimistic, believing that the lessons gained from communicating in the COVID-19 era can guide our industry toward a more agile and attuned participant experience.
Seeing the Participant's Perspective
Financial Wellness Doesn't Have to Be So Hard
Student Debt vs. Retirement Savings: How Employers Can Help
Are DIY Investors out of Their Depth?
Pushing for Policies That Work
How MEPs Will Change Retirement
Fostering Financial Wellness
Advances in retirement plan design and automation may have improved the system of saving, but they haven't removed the strain.
Keep Calm and Communicate
Help quell participants' COVID-19 concerns with communications that provide clarity, consistency and empathy.
The 3B's Framework
Gain insight on how to inspire behavioral-based change within a benefits program.
Employees say issues with personal finances have been a distraction at work 1
Employees find it difficult to meet household expenses on time each month 2
American adults would not be able to cover a $400 emergency with cash, savings or a credit card that could be paid off quickly 3
By committing to improve employees' financial wellness, sponsors have the opportunity to see employees holistically, lessen participants' anxiety and cultivate their happiness — gaining productivity in the process.4
Our financial wellness resources can support the launch or expansion of programs that strive to improve participants' financial habits now and in retirement.
Improving Outcomes With Thoughtful Outreach
The power of a carefully designed plan can be diminished if there is no outreach campaign to highlight plan details and participant benefits. Working from initial strategy to tactical execution, our dedicated Participant Engagement team offers plan communications and other resources to help ensure employees get the most out of their retirement plan by:
Sharing Access to a Library of Content
Our Complete Content Collection
Sample: Savings Bootcamp Guide
Sample: The Target Date Fund Playbook
Offering Educational Resources on a Range of Topics
Target Date Funds
Real Asset Fund
IncomeWise
1, 2 PwC's 8th annual Employee Financial Wellness Survey, PwC US, 2019. https://www.pwc.com/us/en/industries/private-company-services/library/financial-well-being-retirement-survey.html
3 Report on the Economic Well-Being of U.S. Households in 2018, Board of Governors of the
Federal Reserve System, May 2019. https://www.federalreserve.gov/publications/files/2018-report-economic-well-being-us-households-201905.pdf
4 Jeffrey Hayzlett, "Do Wellness Programs Make Employees More Productive? The Obvious Answer Is Yes," Entrepreneur, March 2, 2018. https://www.entrepreneur.com/article/309685
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