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Plan sponsors often design communication and education efforts to be applicable to a broad range of active participants. However, as participants near retirement or enter into retirement, their needs and interests change and they are often uninformed or misinformed about plan features and options. Therefore, plan sponsors should consider tailoring their communications to meet the changing needs of this segment of participants.

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  • 265.93 KB File Size
  • August 12, 2009 Create Date
  • January 8, 2020 Last Updated
Plan Sponsor Basics for Retirees