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The Participant Solution
TM
Task
Frequency
Last
Occurrence
Next
Occurrence
Development of annual
education/communication plan and
calendar
Annual
4Q15
4Q16
Educate participants through
participant newsletter
Quarterly
3Q16
4Q16
Measurement and tracking of prior
year’s education plan effectiveness
relating to:
o
Participation rates
o
Deferral rates
o
Diversification metrics
Annual
4Q15
4Q16
Retirement Readiness Campaign
Annual
3Q16
3Q17
Group educational meetings (provider)
Continuous
Continuous
Continuous
1-on-1 participant advice meetings
(provider)
Continuous
Continuous
Continuous
The Plan Administration Solution
TM
Task
Frequency
Last
Occurrence
Next
Occurrence
Deliver annual plan review from
provider
Annual
4Q15
4Q16
Review universal availability
procedures
Annual
2Q16
2Q17