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October 29, 2013

Moving the Needle with Participant Education

by The 401k Study Group ®

Moving the Needle with Participant Education However, they have also replaced human interaction in some cases, and survey after survey shows DC plan participants want face-to-face communication and education, noted Rick Rodgers,…

Chuck Hammond, PPC, CMFC‘s insight:

It is suggested that plan sponsors create an education policy statement (EPS), which includes broad education objectives, such as “improve retirement readiness” or “create informed investors,” and establish benchmarks for what it means to meet those objectives. Actual education efforts should be driven by an annual education plan (AEP), according to Rodgers

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