A reader comments: “Too often we get caught up in the complexities of financial wellness, etc. without improving the basics, such as the number of people who have even signed up for online access to their retirement account.” This week, we’d like to know: Are you tracking the basics with your plan sponsors, as well as the outcomes?
Now, I know some of you are going to say that outcomes are the basics – but we’re (or more precisely the reader who provided this week’s reader poll question) are talking about things like logging on to their account(s), having obtained the credentials you need in order to login to those accounts, and perhaps even done a (supervised) retirement needs assessment.
But the real question, of course, is what metrics do you use to evaluate your success – and are they the ones your plan sponsor clients rely upon? And are you moving the needle on improving such metrics?
REPLY to this week’s NAPA-Net Reader Poll question at https://www.research.net/r/32PWY7M.
And, of course, we’ll have it all sorted out for you on Friday.
