Principles of Successful Retirement Plan Design


By John Richards, CFA®, Director, Bronfman Rothschild Plan Advisors
and Marc McDowell, CRPS®, AIFA®, Director, Bronfman Rothschild Plan Advisors

Designing a 401(k) plan to serve your company and its employees is more than just selecting the right investments.

With 17 years of experience in focusing our attention on helping plan sponsors structure and administer their retirement plans, we’ve identified five principles that we believe contribute to success.  This whitepaper will explore these principles and offer a framework for plan sponsors to design and manage an effective retirement plan.

Our approach to retirement plans is based on these 5 principles:

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  • Why behavioral finance fundamentals help improve participant and plan results
  • How financial wellness features will improve the financial health of your employees
  • How plan design features make enrollment and investment selection easy for participants