401(k) Fridays Podcast

Retirement Plan Design: The Next Frontier

Informações:

Synopsis

Automatic enrollment, automatic increases and investment default strategies, you’ve likely heard about these fundamental plan design features either from our prior guests on the podcast, current service partners or conversations with your peers.  If you aren’t familiar, we do spend the first couple of minutes of this episode providing a foundation and background.  However, my guest Jeff Bograd, a Senior Retirement Plan Consultant with John Hancock then quickly proceeds to blow my mind for the remainder of the episode with some new and cutting edge plan design strategies that in my opinion truly represent the next frontier.  While some of the ideas and concepts we discuss may not be right for your plan, many of them should give you some food for thought during future conversations about your retirement plan design.   Guest Bio Jeff Bograd is the Director, Senior Retirement Plan Consultant for John Hancock Retirement Plan Services and has been with the company for more than 27 years. In this role, Jeff serves a