automation
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Plan Design Matters
- June 29, 2020
- Posted by: Jeff Atwell
- Category: Economics, Financial Plan, Resources
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As plan sponsors begin to evaluate their plans and the impact that the COVID pandemic has had on their retirement plan, the importance of plan design becomes clear. As the country emerges from the COVID pandemic, the time could not be better to prove the private retirement system provides a much better resource for participants to reach their retirement goals. Discussing with plan sponsors and implementing the 3 topics discussed in the DCIIA article will go a long way towards proving the private retirement system is better than any state or federally run private sector retirement plan.
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Inspiring Participants Using Automation
- July 29, 2019
- Posted by: Jeff Atwell
- Category: Financial Plan, Resources
A key element of “Defining a Retirement Plan Standard of Excellence” is creating a retirement plan which will inspire participants to save for retirement. One method to accomplish this is to automate the plan as much as possible so participants do not have to make uncomfortable decisions.
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Designing Plans to Meet Retirement Goals
- May 27, 2019
- Posted by: Jeff Atwell
- Category: Financial Plan, Resources
Two of the elements of Designing a Retirement Plan Standard of Excellence are designing a plan to meet the Plan Sponsor’s mission or goals and objectives and designing a plan to assist and inspire participants in meeting their retirement goals. The attached article provides some interesting statistics and strategies Plan Sponsors have implemented, or are considering implementing to accomplish these goals.