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The Challenges with Participant Education
Multnomah Group Link to more items from this source
Dec. 8, 2014
"Employers should work with their vendors to develop an education strategy ... specifically designed to direct the efforts of the vendors as they provide education services to employees on the importance of retirement savings and the value of the contributions made by the [employer]. Understanding that individuals learn differently, the key elements of these efforts should be focused on the four key drivers of successful retirement plan education programs: Plan participation; Employee deferral rates; Asset allocation; [and] Income replacement."

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