AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Compass
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Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Effective Retirement Savings Programs: Design Features and Financial Education (PDF)
U.S. Social Security Administration [SSA] Apr. 11, 2008
20 pages. Excerpt: This article provides an overview of the literature on best practices for designing retirement savings plans and providing financial education in the workplace. These two elements are critically important considerations for plan providers. Both must be carefully constructed to maximize the effectiveness of an employer-sponsored retirement savings program in helping participants build adequate funds for when their working career ends.
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