goals
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Retirement and Financial Wellbeing
- February 12, 2020
- Posted by: Jeff Atwell
- Category: Financial Plan, Resources
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Professional service providers, working with qualified Plan Sponsors, have so many tools and resources available to assist Plan Sponsors in reaching the goals and objectives relating to workplace financial wellbeing. The end result will be a successful private retirement system inspiring participants to save for a dignified retirement.
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Defining a Retirement Plan Standard of Excellence: Key Elements
- July 18, 2019
- Posted by: Jeff Atwell
- Category: Financial Plan, Resources
The white paper we’re discussing today touches on key elements of Defining a Retirement Plan Standard of Excellence. We’re looking at how providers monetize recordkeeping while maintaining that Standard of Excellence.
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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.