PARTICIPANT EDUCATION
PLAN DESIGN
90 | 10 | 90
Use auto enrollment to overcome participant inertia and deliver positive outcomes.
Achieve 90% participation in the plan. With each participant deferring 10% or more of their pay and 90% of your participants in a diversified portfolio such as the LifeTime portfolios you offer in your plan.
CONTACT US
ARIZONA | UTAH | MISSOURI | TENNESSEE
Scottsdale Corporate Office
at the Scottsdale Financial Center III
7272 E. Indian School Rd.
Suite 103
Scottsdale, AZ 85251
Tel: 480-505-0234
Fax: 480-505-0239