Helping plan participants understand the impact of expenses and fees isn’t just critical—it’s our collective responsibility.
The ERISA 404a-5 regulations are in place to protect plan participants. And for good reason.
These regulations also provide plan sponsors and plan advisors with an important opportunity: to educate participants, and then help them make informed decisions about their retirement plan investments.
The goal, of course, is to help participants reach better retirement outcomes.
Learn how you can arm your plan sponsor clients with ideas to take advantage of this educational opportunity. To request a copy of “Knowledge is power,” please reach out to us at 800.991.8191.