simplification
-
Simplify Menus to Encourage Participant Engagement
- September 18, 2019
- Posted by: Jeff Atwell
- Category: Financial Plan, Resources
No CommentsComplex fund menus lead to participant confusion, disengagement and poor investment decisions, so the traditional DC investment menu spread across asset classes and styles is evolving toward a smaller set of choices. Some examples are simplifying the plan menu with fewer, broader menu choices, and re-labelling those choices to correspond with the way participants understand their retirement objectives.
If you have any questions or concerns we’d love to here from you. You can call us or email us by clicking on the button below.
TRG has been a partner for our executive leadership team making the process of switching, merging and eventually managing our 401K seamless and easy. Service to our team has been off the charts. Partnership and support has been unparalleled. Thank you, all!