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The First Step to Maximizing DC Plan Value is to Understand the Problem
Osler, Hoskin & Harcourt LLP Link to more items from this source
Oct. 7, 2014

"Apart from setting contribution levels and trying to educate members on how to create winning personal investment strategies, it is often the case that too little thought is given to ways of maximizing DC plan value.... [1] Are you missing low cost ways to enhance the value of your DC plans and increase member appreciation of these plans' true potential? [2] Could your plan do more to encourage employees to participate and maximize their contributions? [3] Is there more that you could do to communicate the value of your DC plans to your workforces? [4] Should you (and your record keeper delegatees) be doing a better job developing effective communication programs to prepare members for important decumulation decisions as they approach retirement?"

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