Employee Engagement Beyond Automatic Enrollment

Auto-enrollment and auto-escalation may increase retirement plan participation. But participation isn't the same as retirement readiness. Debt, housing and healthcare costs compete with every financial decision. Employees may take plan loans, cash out, or remain at the default contribution rate. Deskless workers on shifts, in warehouses and on the road may be harder to reach by benefit programs built around email and HR portals.

Join our very own Lisa Hamill, People & Culture Business Partner and guest speakers Scott Start, CFP®, Co-Director of the Financial Wellness Think Tank™ and Lisa C. Painter, CFP®, Senior Consultant at Financial Finesse.

You'll learn:

• Why an emergency savings buffer may affect financial stress, contributions, plan loans and cash-outs, based on identified research
• How engaged employees compare with non-engaged employees
• Why AI tools paired with a human financial coach  may complement AI-only tools alone, including supporting evidence
• Five practical ways to raise engagement with your financial wellness benefit
• How to reach employees who don't sit at a desk

You'll leave with specific steps to help your employees move beyond automatic enrollment and engage more actively with their retirement benefits.

Sentinel has partnered with Financial Finesse, a separate and unaffiliated company, to provide access, where available, to the Financial Finesse Hub and related financial wellness education and tools. Financial Finesse materials are educational and informational only and are not individualized investment, legal, tax, or financial advice.