Page 17 - MayDefComp

Recommendations

• Promote plan tools and resources. Develop a multi-component campaign to advertise available tools
and resources, including:
o RetireSmart website
o Participant call center
o Mobile app
o Patrick Washington availability

• Expand financial education offering. Include a seminar on women and retirement to the curriculum
line-up of sessions available.

• Expand financial education sessions available. Increase the number of sessions available. Review
times meetings are offered to allow for increased attendance. Further evaluate LMS to determine of
meeting promotion can be enhanced.