Plan Design Evolution

One of the first items I guide sponsors on is the past vs. evolution of their plan design and more importantly, how to best implement those strategies with HR and Participants.  

My favorite comment from this article is

.........."At various stages of the plan’s evolution, there are various features and activities that employers and their plan advisers should consider evaluating and phasing in over time. They will go a long way toward meeting everyone’s needs in preparing for retirement."

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