Use Plan Analytics to Evaluate Your Retirement Plan
Your retirement plan is a valuable resource for your employees and serves as a vehicle to attract and retain top talent. Ensuring plan success is crucial. Examining plan analytics can help evaluate its success.
Plan analytics you should explore:
Median age, tenure and savings rates of plan participants
These analytics can be helpful to determine which age groups are not strongly participating and may be encouraged to do so via on-site meetings, focused mailings and other communication and education.
CLICK HERE TO LEARN MORE PLAN ANALYTICS YOU SHOULD EXPLORE
Please call Allison Winge at 847-3007-6127 or email awinge@plexusfs.com to learn more about using plan analytics to evaluate your retirement plan.
PLEXUS FINANCIAL SERVICES, LLC
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