Employee Benefits and Executive Compensation partner Marla Kreindler will present at the Pensions & Investments Annual West Coast Defined Contribution Conference.
October 24, 2016 | 1:40–2:40 pm
Communicating Investment Options in the Age of Auto-Features
Plans with auto-enrollment and auto-escalation have seen encouraging upticks in participation. Even with auto-features and a more simplified investment menu, many still need to deploy specific communication initiatives so their participants understand the nuances of a tiered investment structure. If your record keeper’s platform isn’t flexible and only lists investment options, participants may not understand the risk-return spectrum on your menu. How can plan sponsor executives tailor communication to help participants understand the optimal fit with their specific investment objectives? Fiduciary considerations in communicating investment policy to participants are also a consideration.