Regarding ERISA, ask yourself:

• Are you working solely in the best interests of the employees?
• Are you trying to get as many employees as possible onto the road to a financially secure and comfortable retirement?
• Are you trying to give the employees the "biggest bang for their buck" (fees they have paid)?

You can meet these challenges if your employee education processes includes these GOALS:

• Provide tools that enable as many employees as possible to get on the road to a financially secure retirement.
• Make sure employees understand, and periodically remind them, that achieving retirement security is their responsibility.
• Maximize the value participants receive for the fees they pay.

RetireRight Pittsburgh is focused on successful participant outcomes and can provide you with a Retirement Readiness Assessment Report that enables you to objectively judge how successful you are at getting employees to understand their plan and embrace retirement planning. The Retirement Readiness Assessment allows you to answer the following questions in a quantitative manner:

• Which aspects of plan design have fulfilled our expectations and which haven't?
• How much value are our participants getting for the fees they pay?
• How many of our employees are "not on track" for a comfortable retirement, and what do the terms "on track" and "comfortable retirement" mean?

Utilizing the Retirement Readiness Assessment as a guide, RetireRight Pittsburgh will recommend any improvements in education and plan design that can improve your plan's success and can provide custom communications that targets participants and eligible non-participants to take specific actions, such as:

• joining the plan;
• increasing contributions;
• using a target date fund; or
• signing up for advisory services.

Contact us today to get your Retirement Readiness Assessment.