WACHOVIA PEAK PERFORMANCESM
Over the last 20 years, the responsibility of saving for retirement has shifted from employer to employee. Despite significant efforts to educate, motivate and engage workers, the average employee:
- Has inaccurate perceptions about retirement and how to plan for it
- Doesn't know how much money will be needed in retirement
- Isn't saving enough
Wachovia's Peak Performance offers a new way to evaluate and address plan health. The Wachovia Plan Health IndexSM estimates the percentage of your employees whose current savings behavior puts them on track for a financially secure retirement.
Our Plan Progress Report will help you identify those employees who aren't on track for retirement and will include:
- Industry benchmark data
- In-depth performance metrics for your plan sorted by 65 variables
- A range of solutions designed to help improve workforce retirement outcomes.
Solutions Based on Facts
Leveraging our knowledge of saving and investing behavior, we've developed a set of solutions—each with a predictable impact on plan health.1
- Plan Design and Investment Solutions with automatic features that can help overcome barriers to participating and saving.2
- Targeted & Personalized Campaign Solutions that include state of the art communication strategies and materials, incorporating the individual's financial information
- Traditional Education Solutions that include standard enrollment books, meetings and quarterly statements.
To speak with a Wachovia Retirement Services Professional and learn how Wachovia Peak Performance can benefit your plan, please call (800) 917-9343, Monday through Friday, 8:00am to 5:00pm ET.
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