8 ways to improve your retirement participant education plan

While your retirement education plan might look good on paper, it could likely use a little work in order to hit the right notes with employees. Aaron Friedman, national practice leader at The Principal Financial Group, provides best practices to create an engaging approach.

1. Draft an Education Policy Statement

It’s as important as an investment policy statement and should clearly state the objectives of participant education and include ways to measure progress toward those objectives.



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