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Tuesday, September 24, 2013

10:00 a.m. - 11:00 a.m.
Track: Retirement & Personal Finance View Track

MOBILE X: LEVERAGING TECHNOLOGY TO ENGAGE GENS X AND Y IN RETIREMENT PLANNING

Chris Augelli, VP, Product Marketing and Business Development, ADP RETIREMENT SERVICES
Anthony Girellini, AIF, CRPS, Chairman & CEO, PRINCIPLED ADVISORS, INC.

Studies show that younger workers, particularly those in Generations X and Y, are aware of the importance of saving for retirement, and seek employers who can offer a retirement plan that includes a company match. According to recent Pew Research, younger workers are more likely to save for retirement if their employers can make the process as easy as possible. Knowing also that many members of Generations X and Y like to receive financial information and conduct business online and through mobile devices, we will explore the benefits of using innovative web- and mobile-enabled tools to increase employee enrollment and improve retirement readiness.

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