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Why Do You Have a Retirement Plan? Defining Success Beyond Cost

University Conference Services

May 5, 2020
Recorded Online

In light of recent litigation and legislation, a central focus for plan sponsors has been benchmarking and documenting the cost of their retirement plan.  While important, plan success is defined by more than just reasonable fees. Effective retirement programs have the ability to positively impact employees lives when done well.

This presentation explores a variety of ways to measure the success of your plan and reconnects you to the reason you have a retirement plan at all.

Presenter: Dawn van Dyck, Investment Advisor, SWBC Retirement Plan Services

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