Liz Davidson

About the Author

Liz Davidson

Liz Davidson is the CEO and founder of Financial Finesse, a provider of unbiased workplace financial education programs. For more information, visit www.financialfinesse.com.

• The successful retirement plan advisor, part five

  By Liz Davidson, Financial Finesse  |  March 21, 2013

  Voyage Financial Partners has followed its unique business strategy and achieved significant success along the way, but not by accident.

• The successful retirement plan advisor, Pt. 3: Profile in success

  By Liz Davidson  |  March 4, 2013

  Advisor Jason Chepenik’s two key principles for success: setting the stage for referrals by working tirelessly to find the root.

• The successful retirement plan advisor, Pt. 2: Profile in success

  By Liz Davidson, Financial Finesse  |  March 4, 2013

  As part of our series on what the most successful retirement plan advisors have in common, we profile Trisha Brambley.

• The successful retirement plan advisor, part 1

  By Liz Davidson, Financial Finesse  |  February 20, 2013

  Three common traits are shared by those advisors who are most successful in their work with retirement plans and participants.

• 3 ways to help employees prepare for future tax increases

  By Liz Davidson  |  January 11, 2013

  Despite last week's fiscal cliff fix, employees need to be educated - and ready - to take action to protect themselves from the likelihood of higher costs in 2013.

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  Three new standards for successful retirement benefits communication

  By Liz Davidson, Financial Finesse  |  September 24, 2012

  Post-recession, employers struggle to find the most effective ways to help their workers improve their overall financial wellness. Here are three strategies.

• Three new 401(k) plan success metrics

  By Liz Davidson  |  August 7, 2012

  What do you do when the news on fees is out? Try to couple investment advice with broad financial education, and design a plan that sets employees up for success.

• 3 ways to explain 401(k) fees to participants

  By Liz Davidson  |  July 12, 2012

  Fee disclosure will require work from plan sponsors as they will be responsible for rolling out the information in any plan communication to employees by Aug. 30, and calling awareness to the fees being charged to employees in the plan might not make for better employee morale.

• Three reasons why employees are participating, but not on track for retirement

  By Liz Davidson  |  June 4, 2012

  If your company is seeing high participation rates, but not enough employees better prepared for retirement, here are three things that might be wrong with your company’s strategy.

• 3 ways to increase benefits appreciation

  By Liz Davidson  |  April 25, 2012

  There is no one-size-fits-all strategy for increasing employees’ benefits appreciation, but there are a few key things you should know as you develop a strategy