Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Regional Vice President of Sales The Retirement Plan Company
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'High Touch' Doesn't Always Mean Higher Education in Retirement Plans
The Principal Blog Dec. 20, 2012 "[T]here's a wide range of product offerings for 401(k) and 403(b) plans, from the simple issuance of annuity products or mutual fund shares to robust plan designs tailored to the needs of both the plan sponsor and the participants. And you could think of participant education in the same way, with offers ranging from a 'textbook' approach of what's always been done to a 'lesson plan' that's tailored to different demographics, measures results and sets goals. Unlike plan service, however, the answer for participant education has traditionally always been 'high touch.' But high touch doesn't necessarily equal highly productive results." |
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