Over time, workers may miss or ignore retirement plan communications if they all look and “sound” the same. Maybe you need to get more creative. Consider revising print materials so they’re brighter and more dynamic. Also, evaluate how many emails you’re sending out: Find a good balance between too few and too many, and ensure they’re easy to read. Think about using social media, too; younger workers may appreciate it. In addition, you might try “gamification,” turning retirement plan education into a game. Some workers may even appreciate occasional robocalls.
Author: Jeff Lucke
Jeff Lucke, CPA, is the founder of Lucke & Associates, with an entrepreneurial background. Jeff has had ownership interests in businesses within several industries including automotive, construction, healthcare, telecommunications, and restaurants, as well as being active in real estate. As an owner of a growing CPA firm and other businesses, he has gained unique insights into the challenges and issues that face other growing businesses that most other CPAs do not have. This kind of knowledge ultimately benefits every one of the firm’s clients. He is very involved with clients and becomes deeply involved in their businesses and helping them succeed. Jeff is a graduate of the University of Nebraska and holds a Bachelor of Science in Accounting; his professional affiliations include the AICPA and KSCPA. Jeff currently serves a board member for his community on the Construction Financial Managers Association, the American Diabetes Association, and Big Brothers Big Sisters.