Skip to main content

Why Email Open Rates Fail to Measure True 401k Participant Engagement

Michelle Capezza’s insights were featured in a Fiduciary News article examining why email open rates may not accurately reflect participant engagement with retirement plans and how plan sponsors should look beyond these metrics to assess whether participant communications are supporting informed decision-making and retirement readiness in fulfillment of their ERISA fiduciary responsibilities.

Michelle says, “Plan sponsors can provide plan participants with in-person plan information sessions, educational webinars and on-line tools, financial wellness programs and access to investment advisory services that can serve to enhance participants’ engagement with the retirement plan and their understanding of the ways in which it can help their achieve their retirement goals.”

Source

Fiduciary News