Nov 9, 2016
Today, we discuss the topic of re-enrollment for corporate retirement plans. Our guest is Jeff Gratton of SageView Advisory Group, a certified 401(k) professional and one of the most influential retirement plan advisors in the country. There has been a significant body of research over the last decade about the benefits of re-enrollment for plan sponsors and their participants, yet many sponsors remain hesitant to implement automatic re-enrollment. In this episode, we address some of the hesitations that sponsors have towards this feature and identify some successful ways advisors can help committees work through their decision.
For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/re-enrollment-framing-the-discussion-for-success/.