Years ago, employees only had to make one decision "Do I invest in my 401(k) or not", that has drastically changed in today’s landscape. We have a plethora of benefit decisions to make from health savings accounts, emergency savings funds to target date funds, with all those options how can people make the right decision to get the outcomes they are looking for with their unique circumstances?
To make the situation more confusing, seeking guidance is also troublesome as assumptions will be made on your circumstances to fit an average 'X year-old's" retirement plan. Check out the video below and join Bob on his first day seeking advice on his 401(k), You'll see that when it comes to investing for retirement, no one is average.
Morningstar, Inc. helps plan sponsors by analyzing the fit of their plan’s retirement investments. They work with you to design and develop custom strategies that can help your employees retire better. To find out how Morningstar can help in the workplace you can reach out to them here.
*Please note, Bob is not a real person and this entire video is satire and was put together for the 2021 RPAG National Conference.
If you have any questions or want to get an overview of the RPAG services and resources available to you, please contact support@rpag.com to book a one-on-one meeting.
