If you have been searching for a candid overview on the state of workplace retirement plan education in the world of automatic enrollment and changing technology, then look no further than this episode with Catherine Golladay, Senior Vice President for Participant Services & Administration at Charles Schwab.  During this fast paced conversation we hit on what is working and not working with 401(k) education, why if you are still offering pizza lunch and learns you aren’t getting the results you are hoping for and a few ideas to rethink your approach to group meetings.  We also provide a fresh update on the age old debate of education vs. advice and discuss how there is a disconnect between the retirement industry, employers and employees on the topic.  And, how could we talk about education trends without at least an honorable mention of financial wellness.  Oh, an stick around for our closing thoughts on how fee competition is also forcing employers to rethink their approach to education.  Good stuff and this episode should get you thinking. 

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Rick Unser