How to Benchmark 401k Participant Outcomes

2018 Nuveen Leadership Council - Kathleen Kelly, Compass Financial

The video is an interview with Kathleen Kelly from Compass Financial, conducted by 401k Specialist, during a meeting of the Nuveen Retirement Outcomes Leadership Committee in Chicago.

Key Points:

The interview concludes with a discussion about how some clients may only implement auto-enrollment on a prospective basis or add auto-increase features for participants already in the plan.

For more details, you can view the full video here.

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