PENTalk™ – Driving Successful Outcomes with Pentegra’s Education Tools
By Kate Blake
“A retirement plan’s success depends on what your employees make of it. But how do you measure success, and more importantly, how can you position employees to take advantage of and better understand the savings opportunities offered to them?
Learn more about how to encourage successful retirement plan outcomes, as we explore subjects including:
Defining success – What makes a great retirement plan?
Benchmarking your plan – How do your plan’s utilization and metrics measure up against the industry?
Next steps – Converting a well-designed plan into a secure retirement for your employees.”
Based in New York, Kate works with clients throughout the country, helping them develop effective plan designs, manage plan level modifications, and build employee awareness and appreciation for retirement programs.