Features
Winter Issue 2014 • Issue no. 5
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AN INTERVIEW
WITH MARY ELLEN
WHITEMAN
PARTICIPANT
EDUCATION VS.
ADVICE
SMALL CUES
CHANGE SAVINGS
CHOICES
Mary Ellen Whiteman of T.Rowe Price
talks to Confero about topics around
Participant Education.
Scott George, CFP®, CRPS® discusses
whether participant education or advice is
the key to retirement readiness.
What can plan fiduciaries do to persuade their
employees to change their saving habits?
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