Providing a one-size-fits-most retirement solution is difficult — every employee’s financial circumstances are unique.

Advisers and plan sponsors can help employees prepare for retirement with a strong plan design, says Joel Lieb, director of the defined contribution division at SEI Institutional. To do that, they need to be able to answer five key questions, he says. Those include:

Register or login for access to this item and much more

All Employee Benefit Adviser content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access