CSD-RT RFP Recordkeeping_Administration Services Response 3-

319 / 499

The Participant SolutionTM
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 SolutionTM
Task Frequency Last
Occurrence
Next
Occurrence
 Deliver annual plan review from
provider Annual 4Q15 4Q16
 Review universal availability
procedures Annual 2Q16 2Q17