New Year, New Plan: Resolutions to Support Your Participants in 2022

January 11, 2022 | Matt Nowak, AIF®, Defined Contribution Specialist, Assistant Vice President

As 2022 kicks off and resolutions for the new year are finalized, we have decided to compile a list of suggestions for defined contribution plan committees that can serve to support their participants as annual reviews and quarterly meetings begin.

In this newsletter, we review:

  • Automatic features in plan design including auto-enrollment default rates and auto-escalation cap rates
  • Participant communication campaigns
    ⋅ Online account set-up
    ⋅ Beneficiary elections
    ⋅ Participant rollovers

Read > New Year, New Plan: Resolutions to Support Your Participants in 2022

 

The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.

Matt Nowak, AIF®
Defined Contribution Specialist, Assistant Vice President

Get to Know Matt

The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.

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