man with question mark on shirt Ready-to-act 401(k) participants need information from their plan that doesn’t duplicate what they’re already getting elsewhere.

Participant communication programs do take a lot of data into account when attempting to meet the needs of multiple audiences within the employee population.

But what they fail to take into account, according to a blog post from Cogent Reports (Market Strategies International), is intent—what the participant him- or herself actually intends to make a change to a retirement plan account.

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Marlene Satter

Marlene Y. Satter has worked in and written about the financial industry for decades.

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