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Rethinking Retirement Plan Success:
The Top Five Best Practices in Applying Participant Behavior to Drive Results
Program Overview:
In the dynamic retirement plan space, plan sponsors are constantly seeking innovative ways to increase their retirement plan’s efficiency while improving employee outcomes. Join industry experts from Cammack Retirement Group, a leading retirement plan advisor, as we think outside the box and explore new methodologies for driving participant success.
Looking beyond the traditional format of participant education, the session will investigate more effective ways to engage participants and ultimately improve retirement readiness. Sharing best practices from a wide range of organizations, the session will explore how to understand and apply participant behavior to communication efforts and plan design in order to drive results.
A successful retirement plan is beneficial to both the organization and its employees. Help maximize your company’s retirement plan benefit by learning how to better understand your employees in order to optimize plan design and increase participant success.
Attendees will be provided with the information needed to:
1. Learn the top five best practices in applying participant behavior to drive success and how to implement them in your plan
2. Determine how your participants are utilizing your retirement plan benefit
3. Understand the educational needs of your participants and how to design an education strategy aligned with your plan and participation goals
4. How to use participant data to identify needs and drive meaningful results to your plan and participant satisfaction
Presenter:
Patrick
Coughlin, AIF ®, Vice President, Director Corporate Retirement
Patrick has over 29 years of experience in the financial services and workplace
benefit industry and is responsible for overseeing the corporate retirement
consulting services offered by Cammack Retirement Group. Patrick has worked
within some of the largest financial services and retirement service providers
in the country, including Fidelity Investments, Charles Schwab and PriceWaterhouseCoopers
(formerly Price Waterhouse). Patrick works closely with clients to develop
strategies for implementing best practices, containing plan cost and mitigating
fiduciary risk across all aspects of his clients’ plans. With extensive
knowledge of the institutional retirement plan marketplace, Patrick is a
frequent presenter at both regional and national events and has been quoted and
published by PLANSONSOR.
Cost: Members - FREE Non-Members: $80
HRCI Credit Information:
 This program has been approved for 1.0 general credit hours toward PHR and SPHR recertification through the Human Resource Certification Institute. For more information about certification and recertification, please visit their homepage at http://www.hrci.org/. The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute's criteria to be pre-approved for recertification credit.
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