Viewpoints about Participant communications
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Understanding 401(k) plan sponsor responsibilities when employees leave a job
Plan sponsors are responsible for helping departing employees understand their 401(k) options when leaving a job. Learn guidelines to help them decide.
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How to use expense projections to add definition to retirement readiness
Expense coverage projections add a whole new dimension to the concept of retirement readiness. See how the calculations work, how current participants measure up, and how you can use this and other key benchmarks to help improve retirement outcomes.
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Livening up participant education with social media-like ideas
How can plan sponsors win younger participants’ attention while making sure they get the guidance they need to make decisions? One approach is to tap into the techniques social media influencers use to make their content so appealing. Here are tips to help you do just that.
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A trick to boosting employee engagement in your retirement plan
Learn when the most effective time to engage with participants about your plan and its features may be and how to tailor your messaging to their unique needs.
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When are participant change notices required under ERISA 404a-5?
Being a plan sponsor comes with administrative and fiduciary duties. Knowing whether a retirement plan event triggers the need to send a change notice or not is one of those confusing areas that can require guidance. This guide can help you understand your requirements beyond the annual and quarterly notices.
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