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PlanPILOT leverages our industry knowledge with client plan demographics to discover the best means to educate and advise our clients’ employees. In many cases, we have discovered that education campaigns developed by recordkeepers fall well short of desired results, and yet capital continues to be expended to send these same messages to participants, year after year. The participants are ultimately paying for this education, and reshaping the recordkeeper’s communication campaign can have significant benefits.

Our approach to participant education begins with gaining an understanding of our client’s highest priorities and identifying the most critical participant saving and investment gaps that need to be addressed. Our assessment includes the foresight regarding the impact of committee decisions on the participants’ ability to achieve a dignified retirement. This strong connectivity requires a thoughtful approach to developing a comprehensive education program to target our client’s most critical needs.

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