The best time to plant a tree was 20 years ago.

The second best time is now.

-Chinese Proverb

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For the 20 years ended 12/31/2010, the S&P 500 Index outperformed the average equity investor by an annual difference of 5.31% (9.14% vs. 3.83%), and the Barclays U.S. Aggregate Bond Index outperformed the average fixed income investor by an annual difference of 5.88% (6.89% vs. 1.01%).

Source: Dalbar, Inc., “2011 Quantitative Analysis of Investor Behavior”

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Only 11% of companies are measuring their employees’ retirement savings and comparing it to anticipated needs.

Source: Wells Fargo Retirement Plan Sponsor Survey, 2011

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Customizing plan design does not force behavior, let alone force behavior inconsistent with most employees’ wishes. People simply want to save.

Source: Matthew Eickman, Director of ERISA Services, Qualified Plan Advisors

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Plan Design

Plan Design assessment is the first step toward improving Plan Health. Making design decisions requires a strategic assessment of employee behavior and budgetary concerns.

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Participant Education

Participants need more individualized information. And they need it face to face – not just through a website.

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Participant Education
Proactive Services Implementation

Proactive Services Implementation

Many employers believe participants don’t save more because they can’t afford it. Studies reveal, however, that the primary cause for low savings rates is a combination of confusion and fear when facing the investment process.

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Plan Health Measurement

Business owners constantly assess different facets of their operations in terms of their return on investment. Yet few plan sponsors carefully analyze retirement data to assess the effectiveness of plan design changes and education efforts.

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Plan Health Measurement

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