06/25/2026
Summer can be a natural time to check in with your 401(k) communication strategies, since the mid-point of the year presents a time to reflect on the previous six months.
If participation has fallen off, or if you simply want to refine your communication practices for the last half of the year, there are a couple of things you can do to ensure that your communication strategies are working for your team.
These steps can include:
🔸 Segmenting communications by employee behavior - Develop targeted outreach for employees who have not enrolled, those contributing below key thresholds, and long-term participants who may benefit from periodic reminders.
🔸 Refreshing internal messaging channels - Evaluate whether email, internal chat platforms, or short visual updates generate stronger engagement and adjust communication strategy based on employee preferences.
🔸 Introducing small-action campaigns - Create targeted employee action campaigns that encourage simple engagement steps like reviewing contribution percentages, updating beneficiaries, or logging into plan accounts to maintain familiarity.
If you’d like to review your communication strategy or identify practical next steps tailored to your organization, don’t hesitate to reach out. We are here to help you.
