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Retirement Plan Best Practices: Participant Education (PDF)
Arnerich Massena Link to more items from this source
June 19, 2018

17 pages. "[1] How to do a diagnostic review of your participant population and existing education, identifying gaps and areas of needed focus; [2] Selecting participant education delivery methods that will reach your participants; [3] Targeting education to be relevant to participants' different life stages; [4] Behavioral economics principles to guide your education and communication techniques; [5] Designing effective education programs and campaigns; [6] Follow-up surveys and data gathering to assess the success of your education."  MORE >>

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