Regional Vice President of Sales The Retirement Plan Company
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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Bates & Company, Inc.
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How to Create an Effective 401(k) Education Program
PenChecks Apr. 11, 2017 "Incentivize attendance.... Have a live presenter.... Cover basic investment concepts.... Explain the current investment menu choices.... Use interactive materials.... Use powerful visuals.... Ask participants to anonymously evaluate the presenter.... Sit in on a session.... Offer different sessions for different target groups.... Make individual consultations available after the session.... Develop an education policy statement.... Supplement education with investment advice." |
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