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Participant engagement
Getting schooled: Creating a formalized Education Policy Statement
An education policy statement can help plan sponsors and participants meet the challenges of saving for retirement.
As plan participants prepare for the transition to retirement, there are many things to consider, including what to do with the money they’ve saved in their employers’ retirement plans. They may not realize that they can keep their assets in these plans instead of moving (or “rolling over”) their balance to an individual retirement account (IRA). Not only is this an easier approach, but staying in plan offers participants three potential benefits:
Download the infographic to show participants why their defined contribution savings account may be a great place to keep their money, even after they retire.
Getting schooled: Creating a formalized Education Policy Statement
An education policy statement can help plan sponsors and participants meet the challenges of saving for retirement.
Across the generations: Participant views on retirement income
How plan sponsors can help every generation create a more secure retirement.
Retirement contribution limits and deadlines
Find important retirement contribution limits and deadlines for small business retirement plans and individual retirement accounts.
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