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Help participants succeed with an investment re-enrollment

8-minute read

THE TAKEAWAY

Move plan participants into age-appropriate target date funds

1Defined Contribution Institutional Investment Association, “DCIIA plan sponsor survey on automatic plan features: Responses to selected webcast Q&A,” September 2015.

2Qualified Plan Advisors White Paper Series, “Investment Refresh: Improving Participant Outcomes Through Re-enrollment.” Accessed January 3, 2020 at https://qualifiedplanadvisors.com/whitepapers/

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