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Participant Outcomes

A big part of plan advisors' jobs is to prepare workers for their decumulation years, yet many in the industry tend to focus on savings accumulation prior to retirement. In an effort to change this mindset, we asked industry thought leaders to weigh in on outcomes-oriented plan designs, building better investment menus, using plan metrics effectively, and much more.

The results, which were published in a special "Outcomes" issue of NAPA Net the Magazine in June 2015, are the articles listed below. View the full "Outcomes" issue.

Cover Story

Retirement Ready — Or Not? by Judy Ward
How plan advisors are helping plan sponsors focus on retirement outcomes.

Building a Better Investment Menu

Activate Your Core by Ryan Mullen
What's at the core of your investment menu can make or break retirement outcomes.

A 'Means' to an End by Tom McKenna and Christopher Leone
Retirement plans as a health care cost solution.

Indexing Versus Active Management by Chip Castille
Providing efficient portfolio building blocks for participants.

'Hedging' Your Bets by David Kupperman and Scott Kilgallen
Expanding the DC menu beyond traditional asset classes.

Outcomes-Oriented Plan Designs

Re-Enrollment Can Lead to Better Participant Outcomes by Toni Brown, John Doyle and Mark Steburg
Improve diversification through re-enrollment.

Getting off to a Good Start by Richard W. Rausser
Successful participant outcomes begins with progressive plan design that maximizes positive participant behaviors.

'Baby Steps' by Sheri Fitts
Behavioral design works best when difficult decisions follow a continuum of small, easy accomplishments.

'Know' How by Patricia Advaney
Showing people where they stand on the road to retirement readiness can drive better savings and better outcomes.

It's Good to be Better by Richard Davies
Companies that offer automatic enrollment also tend to offer or seriously consider more features associated with plans that take a more hands-on approach.

Plan Metrics: What's Measured Matters

The Effect of a Gauge by Michael Kiley
What participants are looking to buy from us is "retirement."

Measuring Inputs and Outcomes by Tom Kmak
Which retirement variables truly drive retirement outcomes?

Retirement Readiness Metrics: Revealing, Misleading, or Both? by Jim Phillips and Patrick McGinn
Data is nothing more than a collection of numbers, which can be interpreted in many ways.