Michelle Capezza was quoted in a Fiduciary News article discussing how plan sponsors can take a more comprehensive approach to evaluating retirement plan success, looking beyond traditional metrics such as participation rates to better understand participant outcomes and financial well-being.

Michelle says participant engagement data “can assist plan sponsors in identifying areas where additional services and educational tools might be useful for participants to encourage them to save more for retirement and how to select from the plan’s investment options. Plan sponsors can provide participants with access to financial wellness programs and investment advice services which can assist the participants in making their retirement plan decisions.”

Source

Fiduciary News