For years I have been using Vanguard’s annual “How America Saves” as a reference guide for retirement plan statistics and benchmarks. Today, I am excited to welcome Jeff Clark, a Senior Product Owner in Vanguard’s Strategic Retirement Consulting group and the lead author of How America Saves as well as other retirement research initiatives. As you might expect, this episode focusses on plan design, some statistics, its importance, trends and a few popular topics or ideas that have been discussed where the data does not exactly pan out. I learned a lot, I hope you do as well.
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Jeff Clark is a Senior Product Owner in Vanguard’s Strategic Retirement Consulting. He is the lead author of How America Saves as well as other retirement research initiatives. In addition, Mr. Clark provides strategic and customized analytics designed to help plan sponsors better understand their participants’ behavior and plan design effectiveness. Mr. Clark joined Vanguard in 1998. Before Strategic Retirement Consulting, he worked in Participant Services and Compliance Testing and Analysis, assisting plan sponsors with plan design and compliance issues. Mr. Clark earned a B.A. in economics from Bucknell University.
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