01

Objectives

Through strategic initiatives and personalized guidance, My HR Extension aimed to enhance participation rates, boost average deferral rates, and foster a culture of financial empowerment within the organization.

02

Challenges

Low participation rates, failed discrimination testing, and limited engagement with the retirement savings program posed challenges in terms of talent retention, regulatory compliance, and establishing an inclusive retirement savings system..

03

Solutions

Implemented solutions such as auto-enrollment, financial advisor review and transition, and comprehensive training campaigns to boost participation rates and enhance retirement savings awareness.

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