Plumbers Local Union No. 1 Benefit Funds
RTD Financial Advisors
Farmer & Betts, Inc.
Nicholas Pension Consultants
Loren D. Stark Company
Retirement Plan Consultants
ERISA Services, Inc.
Hochheiser Deutsch & Co, Inc.
EPIC Retirement Plan Services
Kentucky Trust Company
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|Less Jargon, More Clarity: Improving Retirement Plan Communications with Simple Language Can Promote Action (PDF)|
Sept. 2, 2021
"Consumers prefer brief and direct terms that use everyday words to describe financial topics.... [S]mall changes can transform confusing jargon into language consumers prefer.... One-on-one meetings are the most popular format for financial education overall and email is preferred for most account updates.... [T]here are important differences by topic, age and culture."
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