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  • Simplify Menus to Encourage Participant Engagement

    • September 18, 2019
    • Posted by: Jeff Atwell
    • Category: Financial Plan, Resources
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    Complex 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.

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