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Do You Use Education Policy Statements?

Do you work with and/or encourage the use of education policy statements by your plan sponsor clients?

Every plan doesn’t have an investment policy statement, though many do. A more recent development that builds on that concept is the education policy statement – a tool that can help plan sponsors define, document and benchmark their employee education initiatives.

While education policy statements are not exactly “new,” they have come into greater visibility (if not use) along with a growing emphasis on financial wellness and retirement outcomes, not to mention a more intense focus on fiduciary responsibility.

In this week’s NAPA Net reader poll, we’d like to know what you are thinking – and doing – with education policy statements – and how, if at all, they are part of your practice.

You can respond to this week’s NAPA Net reader poll at https://www.research.net/r/29PXZ52.

And, of course, we’ll wrap it all up for you on Friday!

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