Recognized for peer mentorship and inspiring smart retirement planning

STAMFORD, CT, UNITED STATES, September 18, 2025 /EINPresswire.com/ -- The 401(k) Champion® Award (www.401kchampion.com) announced that Michael Jerdan, of HG Insights, has been selected as one of its 2025 winners. The award celebrates individuals who actively promote retirement savings and inspire their peers to engage with their 401(k) plans to build a more secure financial future.

Michael’s thoughtful and balanced approach to investing, coupled with his dedication to mentorship and peer education, stood out among this year’s applicants. His philosophy reflects the core values of the 401(k) Champion® Award: peer-to-peer influence, practical guidance, and empowering others through shared experience.

“A 401(k) is one of the most valuable tools for saving and investing for retirement,” said Jerdan. “Making the most of it requires planning and consistency. I encourage colleagues to start early—even modestly—and increase contributions over time. Compound growth is powerful, and early action really matters.”

For Michael, financial mentorship is personal and peer-driven.

“Peer mentorship plays a crucial role in my financial planning. Trusted family and friends offer unique perspectives that enrich my journey. Their honest feedback and support keep me grounded, accountable, and adaptable.”

He encourages others to take a similar approach—seeking advice, diversifying investments, and maximizing contributions:

“Always max out your contributions and take full advantage of your company’s match—it’s free money. Not doing so is like leaving part of your paycheck behind.”

Jerdan also embraces a diversified and informed investing style:

“I use a combination approach—selecting some funds myself while also using target-date funds or managed accounts for ease and diversification. Professional advice helps ensure my portfolio stays aligned with changing goals and market conditions.”

A key aspect of Jerdan’s leadership is demystifying 401(k)s for newcomers.

“I talk with younger employees about common fears—like thinking you need a lot of disposable income to start. The truth is, even small contributions make a difference. I try to show that it's not about being perfect; it’s about getting started.”

Michael credits his own financial foundation to guidance he received early in his career:

“I consider myself fortunate to have had remarkable mentors. They helped me clarify my passions and gave me the confidence to prepare for and pursue my goals.”

That mentorship has shaped the way he supports others today—through listening, thoughtful guidance, and leading by example.

“A successful mentor listens deeply, helps distinguish what truly matters, and serves as both a confidant and accountability partner. That’s how I try to show up for others.”

The 401(k) Champion® Award recognizes individuals who motivate others to take action toward retirement security. Michael Jerdan exemplifies what it means to be a champion—encouraging colleagues to be informed, proactive, and confident with their 401(k) savings.

For more about the award and the importance of peer-driven financial literacy, visit www.401kchampion.com

About the 401(k) Champion® Competition

The 401(k) Champion® Competition was founded to raise awareness of the benefits of tax-advantaged retirement savings and to underscore the role of peer influence in promoting financial wellness. By recognizing individuals who spread the 401(k) message, the competition highlights the importance of consistent participation, employer match maximization, and long-term commitment to retirement goals.

Winners are chosen from across the United States. Past Champions have been featured in financial media outlets and local press, further amplifying their efforts to educate and encourage broader participation in retirement plans.

About the Sponsor

The creator and sponsor of the 401(k) Champion® Competition, the only national essay contest for 401(k) participants, is financial literacy proponent, Julie Jason, JD, LLM, founder and CEO of Jackson, Grant Investment Advisers, Inc. of Stamford, CT. Jackson, Grant’s dual mission is to provide wealth management services to high-net-worth families while helping educate individuals of any financial means through pro bono initiatives such as the 401(k) Champion® Competition. The firm’s website is https://jacksongrant.us

To learn more about the 401(k) Champion® Competition and to read the winning essays, please visit www.401kchampion.com.

Dan van Rooyen
401k Champion®
+1 203-322-1198
email us here
Visit us on social media:
LinkedIn

Legal Disclaimer:

EIN Presswire provides this news content "as is" without warranty of any kind. We do not accept any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article. If you have any complaints or copyright issues related to this article, kindly contact the author above.

Information contained on this page is provided by an independent third-party content provider. XPRMedia and this Site make no warranties or representations in connection therewith. If you are affiliated with this page and would like it removed please contact [email protected]