Participant Statements: Make the Most of a Teching Opportunity

May 2000
Financial Executive;May/Jun2000, Vol. 16 Issue 3, p11
Academic Journal
The article discusses the value of quarterly participant statements in educating employees about their defined-contribution savings plans. Lisa Hoene of American Express Retirement Services notes that statements received by plan participants should be made informative in a visually-appealing way. In addition, information technology makes it possible to include customized messages on statements.


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