COMPETE FOR THE TITLE OF 401(k) CHAMPION®
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2025 401(k) Champions®
"A peer mentor can make retirement planning less daunting. It is always
comforting to have someone to relate to. If matched well and boundaries are established, a peer mentor can effectively support and guide their mentee through their own personal experiences and challenges, and discuss ideas and options they’re familiar with, in working at the same or similar company, that the mentee may not have thought of."
Dr. Cesira Farrell
Fred S. Keller School
Westchester County, NY
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"I have had the incredible fortune of being mentored by a few very special people over my career, and it has been life-changing for me. Each of these mentors thought saw something in me and wanted to help me to reach my potential. Aside from providing me with valuable information and teaching me skills that made me a more effective employee, they helped me build the confidence I was lacking. I am forever grateful for their mentorships."
Jodi Gutierrez
George Comfort & Sons
Stamford, CT
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"Peer mentorship, to me, is the collective guidance of my most trusted family and friends, each offering unique perspectives and support that enrich my financial journey and bring me closer to achieving my goals. This peer mentorship has played a crucial role in my financial planning by providing diverse insights and honest feedback, helping me see different angles and possibilities."
Michael Jerdan
HG Insights
Santa Barbara, CA
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"Whenever I hear someone hasn't participated in their company's 401(k) I tell them, if there's a match, you're giving yourself a raise, and even if they aren't matching saving money for retirement is essential because we're all living longer and it's up to us to make sure we can pay for that longevity."
Fred Yager
Morgan Stanley (Retired)
Tampa, FL