What You Need to Know
- Communicate your goals clearly.
- Get your partners to help you.
- Present clear calls to action.
As pandemic-related economic worries pushed financial concerns to the forefront and more Americans began thinking about working with a financial advisor for retirement-planning (43%), we, at Nevada’s colleges and universities, ramped up efforts to keep employees’ retirement savings on track.
To respond to growing interest and to help educate participants about how to take full advantage of the retirement benefits they’re offered, we teamed up with TIAA in February to host a virtual retirement week.
During a year of challenge and turmoil, I was proud to lead the Nevada system’s unwavering support of retirement education. This initiative attracted more than 2,000 attendees.
If you’re looking for a new approach to retirement education — or any virtual retirement event — consider these four tips from our latest event:
1. Communicate your goals clearly and leverage your partners.
By identifying the right partners to work with — and clearly communicating your expectations for the event — you can maximize your impact and emphasize the host of solutions available to your participants.
We were determined to ensure their participants were making informed decisions and aware of their options, even amid the stresses of global pandemic. By partnering with our retirement services provider, we had an abundance of resources on hand as well as 14 additional teammates with whom to coordinate and execute the virtual retirement week.