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Few issues are as universally important to employees as their companies' 401(k) plans-and, as a meeting topic, few generate more dread. With all the talk about performance, diversification, investment goals and tax liabilities, 401(k) presentations are renowned for Leaving audience members with glazed eyes and stacks of handouts to toss onto their I-should-read-thisbut-who-am-I-kidding piles.
This was the scenario that JP Morgan/American Century Retirement Plan Services wished to change. The St. Louis-based company has 19 presenters who spend 60 percent of the their time on the road conducting 401(k) educational meetings at client sites.
In the past, these presentations have often consisted of overhead transparencies and handouts-but according to the company's Melissa FoLger, retention was a concern. "When...