PLANADVISER - January/February 2020 - 32
in practice
Building Better Engagement
Expert advice for how to make the most of your " face time " with employees
IN THE PAST, participant education had a fairly narrow
role-for instance, explaining investment allocations to
stock and bonds. But this has changed significantly.
A recent report from Cerulli, " Driving Participant
Outcomes With Financial Wellness Programs, " describes
a more comprehensive approach to education. " Individuals
must be triggered to enact changes that affect their
financial lives in a positive way, " says Dan Cook, a research
analyst with the firm. " So, [education] providers must
consistently identify engagement strategies that resonate
most with specific groups. "
Today, plan advisers have a range of options for teaching
participants about their plan. Many partner with a client
recordkeeper or outside education firm; others go farther
by bringing staff on site. And some of that last group excel
at taking a creative approach to engaging and instructing
participants face to face. Below, four such advisers share
what they do.
Human Element Focus
BRIAN LAMPSA, Raymond James &
Associates Inc., Chicago
When it comes to employee education, " Our
practice focuses on the human element
because we think people learn best, face to
face. We have formed our practices around that, " says Brian
32 | planadviser.com January-February 2020 Art by Maddy Price
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PLANADVISER - January/February 2020
Table of Contents for the Digital Edition of PLANADVISER - January/February 2020
Ever Vigilant
Advisers Shine Light on CSR at Work
2020 PLANADVISER Micro Plan Survey
Building Better Engagement
Sharing Ownership
In Touch
Make It Last
Men as Advocates
MEPs and PEPs
Aset Allocation Models
PLANADVISER - January/February 2020 - Cover1
PLANADVISER - January/February 2020 - Cover2
PLANADVISER - January/February 2020 - 1
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PLANADVISER - January/February 2020 - Ever Vigilant
PLANADVISER - January/February 2020 - 17
PLANADVISER - January/February 2020 - 18
PLANADVISER - January/February 2020 - 19
PLANADVISER - January/February 2020 - Advisers Shine Light on CSR at Work
PLANADVISER - January/February 2020 - 21
PLANADVISER - January/February 2020 - 22
PLANADVISER - January/February 2020 - 23
PLANADVISER - January/February 2020 - 2020 PLANADVISER Micro Plan Survey
PLANADVISER - January/February 2020 - 25
PLANADVISER - January/February 2020 - 26
PLANADVISER - January/February 2020 - 27
PLANADVISER - January/February 2020 - 28
PLANADVISER - January/February 2020 - 29
PLANADVISER - January/February 2020 - 30
PLANADVISER - January/February 2020 - 31
PLANADVISER - January/February 2020 - Building Better Engagement
PLANADVISER - January/February 2020 - 33
PLANADVISER - January/February 2020 - 34
PLANADVISER - January/February 2020 - 35
PLANADVISER - January/February 2020 - Sharing Ownership
PLANADVISER - January/February 2020 - 37
PLANADVISER - January/February 2020 - In Touch
PLANADVISER - January/February 2020 - 39
PLANADVISER - January/February 2020 - Make It Last
PLANADVISER - January/February 2020 - 41
PLANADVISER - January/February 2020 - 42
PLANADVISER - January/February 2020 - 43
PLANADVISER - January/February 2020 - Men as Advocates
PLANADVISER - January/February 2020 - 45
PLANADVISER - January/February 2020 - MEPs and PEPs
PLANADVISER - January/February 2020 - Aset Allocation Models
PLANADVISER - January/February 2020 - 48
PLANADVISER - January/February 2020 - Cover3
PLANADVISER - January/February 2020 - Cover4
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