Posts tagged ‘Participant Education’

4 Common “Stages” a Plan Sponsor Experiences with Target Date Funds

When I see plan sponsors use the target date funds (TDFs) I create (I’m a portfolio manager here), I’m reminded of friends of mine with children – each are facing different challenges based on how old their kids are – or what stage of life their kids are in. Some need help with adapting…

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8 Ways to Make Your Participation Education Plan Rock

As a numbers guy – in the insurance industry to boot – one might be surprised to know that I enjoy playing the guitar as much as I love analyzing tax-exempt retirement plans! I’ve learned it’s one thing to own a really cool guitar (and having it sit in the corner collecting dust),…

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