inspiration
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Inspiring Participants Using Automation
- July 29, 2019
- Posted by: Jeff Atwell
- Category: Financial Plan, Resources
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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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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.