They need documentation showing how they reviewed, selected and monitor their TDFs and if their investment strategy fits with participant demographics.
During that first 10 years of our 40-year careers, most of us contribute very little or nothing to our retirement accounts. At that time in our lives, retirement seems pretty far off – but it isn’t.
Employing a range of learning methods, moving the participant to action, and measuring the impact of program initiatives can lead to long-term success through easily understandable information.
