STREET SMARTS | Plan Success

Luke Holiday
03/19/2024

How is the Success of a Corporate Retirement Plan Measured?

Corporate retirement plans and their components vary from organization to organization. Which of these components are important to measure?

Luke Holliday, Client Consultant, discusses the key metrics the Abbey Street team reviews when looking at an organization’s retirement plan. From participation & deferral rates to the overall operating process, Abbey Street helps ensure an organization’s retirement plan runs smoothly and meets the objectives of the employer & employees.

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Learn More, Sources, and References

  1. Investopedia.com – https://www.investopedia.com/terms/1/401kplan.asp
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About The Author

Luke Holiday

Luke Holliday is a Client Consultant at Abbey Street focused on supporting the team’s retirement advisory services and graduated from the University of St. Thomas with a degree in Finance.

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