SURVEY SAYS: What topics do you include in participant education?

July 11, 2013 – Many years ago, retirement plan participant education only included information about the plan features, and maybe a couple of illustrations of typical asset allocations for individuals based on age.

However, as investment menus have become more complex and after a couple of recessions, more plan sponsors are realizing participants need more investment education and education about finances in general.  This week, I’d like to know, what topics do you cover in participant education?

You can respond to the survey by 6 p.m. Pacific time today at