The Anatomy of a High-Impact Retirement Plan

National Association of Plan Advisors [NAPA]

Retirement plan sponsors and advisors continue to face evolving challenges, from improving participant engagement to demonstrating measurable value. But what can industry data show about the factors associated with stronger plan health and participant outcomes?

Leveraging insights from both recordkeeping and TPA data, this session explores what industry trends and plan benchmarking results can reveal about participant outcomes, plan health, and opportunities for improvement. You will gain a deeper understanding of trends, behaviors, and plan characteristics often associated with stronger outcomes, and insights that can support more strategic conversations with plan sponsors.

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