PLANADVISER - January/February 2020 - 33
Lampsa, complex manager and senior vice president, investments,
with Raymond James & Associates Inc. in Chicago.
Lampsa manages one of his firm's largest offices, which
has 35 retirement plan sponsor clients with cumulative
assets of over $600 million. A few of those are 403(b) plans.
" You can't use the same canned presentation. Participants
won't come back if they hear the same message over
and over, " he contends. " We love it when they say, 'I learn
something every time I come to your meetings.' " He also
recommends using multiple channels to put one's message
across " because everyone learns differently. "
To pique employees' interest in attending the plan meetings,
each year his firm uses a different, creative approach,
starting right from the meeting invitations, to present the
concepts of saving and investing wisely. " We come up with a
theme, and that's the campaign for all of our clients for that
year, with some customization, " he says.
For instance, in 2018 the theme was " Fake News. "
Lampsa explains that, in the meeting, headlines were
presented and employees were asked to determine which
" I recently had a participant
come up to me and say, 'I just
got to 13%.' It was a high-five
moment. "
were true. The presenters put some facts behind every
headline-fake or not. " Employees were totally engaged-
engaged enough to take the financial education part of the
meeting to heart, " he says.
Last year, the theme was " Happiness. " The lead-in discussion
was about how the percentage of people who describe
themselves as happy remains constant above a certain
income per year and why that may be. Also discussed were
why people have such a battle with money, why putting
money in the right perspective can lead to happiness, and
how spending should be in line with earnings.
Lampsa's practice has also done a series of age-based
planadviser.com January-February 2020 | 33
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PLANADVISER - January/February 2020
Table of Contents for the Digital Edition of PLANADVISER - January/February 2020
Ever Vigilant
Advisers Shine Light on CSR at Work
2020 PLANADVISER Micro Plan Survey
Building Better Engagement
Sharing Ownership
In Touch
Make It Last
Men as Advocates
MEPs and PEPs
Aset Allocation Models
PLANADVISER - January/February 2020 - Cover1
PLANADVISER - January/February 2020 - Cover2
PLANADVISER - January/February 2020 - 1
PLANADVISER - January/February 2020 - 2
PLANADVISER - January/February 2020 - 3
PLANADVISER - January/February 2020 - 4
PLANADVISER - January/February 2020 - 5
PLANADVISER - January/February 2020 - 6
PLANADVISER - January/February 2020 - 7
PLANADVISER - January/February 2020 - 8
PLANADVISER - January/February 2020 - 9
PLANADVISER - January/February 2020 - 10
PLANADVISER - January/February 2020 - 11
PLANADVISER - January/February 2020 - 12
PLANADVISER - January/February 2020 - 13
PLANADVISER - January/February 2020 - 14
PLANADVISER - January/February 2020 - 15
PLANADVISER - January/February 2020 - Ever Vigilant
PLANADVISER - January/February 2020 - 17
PLANADVISER - January/February 2020 - 18
PLANADVISER - January/February 2020 - 19
PLANADVISER - January/February 2020 - Advisers Shine Light on CSR at Work
PLANADVISER - January/February 2020 - 21
PLANADVISER - January/February 2020 - 22
PLANADVISER - January/February 2020 - 23
PLANADVISER - January/February 2020 - 2020 PLANADVISER Micro Plan Survey
PLANADVISER - January/February 2020 - 25
PLANADVISER - January/February 2020 - 26
PLANADVISER - January/February 2020 - 27
PLANADVISER - January/February 2020 - 28
PLANADVISER - January/February 2020 - 29
PLANADVISER - January/February 2020 - 30
PLANADVISER - January/February 2020 - 31
PLANADVISER - January/February 2020 - Building Better Engagement
PLANADVISER - January/February 2020 - 33
PLANADVISER - January/February 2020 - 34
PLANADVISER - January/February 2020 - 35
PLANADVISER - January/February 2020 - Sharing Ownership
PLANADVISER - January/February 2020 - 37
PLANADVISER - January/February 2020 - In Touch
PLANADVISER - January/February 2020 - 39
PLANADVISER - January/February 2020 - Make It Last
PLANADVISER - January/February 2020 - 41
PLANADVISER - January/February 2020 - 42
PLANADVISER - January/February 2020 - 43
PLANADVISER - January/February 2020 - Men as Advocates
PLANADVISER - January/February 2020 - 45
PLANADVISER - January/February 2020 - MEPs and PEPs
PLANADVISER - January/February 2020 - Aset Allocation Models
PLANADVISER - January/February 2020 - 48
PLANADVISER - January/February 2020 - Cover3
PLANADVISER - January/February 2020 - Cover4
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