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Educating participants about the specifics of a retirement plan may not be enough. What is often needed is a more comprehensive communications strategy. There is no one formula for success. Every plan has its specific terms and participant priorities.
Yet, there are six steps plan sponsors should keep in mind when creating any plan communication program:
Ludwig, ChFC, AIF, CRPS, is an LPL Financial adviser with LHD Retirement.Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.
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