In A Blueprint for Retirement Success, Fred Reish and Bruce Ashton give plan sponsors five strategies that lay the foundation for a successful plan and allow for periodic maintenance.

  1. Automatic Enrollment – A Strong Foundation
  2. Default Investments – Building the Frame
  3. An Effective Employer Match – Adding the Walls
  4. Automatic Escalation – The Finishing Touches
  5. Re-enrollment – A House Becomes a Home

These five strategies give sponsors the ability to put their employees on the best path possible.

Study Materials

  Title Date of Study
A Blueprint for Retirement Success White Paper October 2016