Retirement Plans: 401(k)s, IRAs and Other Deferred Compensation Approaches 10th Edition by Allen, Joseph Melone, Jerry Rosenbloom, Dennis Mahoney

Exercise 7

Select a specific hybrid plan design and discuss its advantages over a more traditional retirement plan. Discuss how these advantages could be communicated to a large employer's workforce, particularly one where there is a diversity of educational backgrounds, age demographics, and geographical work locations.