The success of your retirement plan hinges on a successful employee education and communication program. We know that effective communication methods vary depending on your business and employee population, so we will work closely with you and your retirement plan committee to customize an education program that will maximize your participation rates and increase the value of your investment to ensure success of the plan. 

 

We consider a successful education program to be ongoing, providing frequent and consistent communication to your employees about your plan and its many benefits. It is part of our job to ensure employees are aware of the value of the benefit you are providing them. 

 

We will meet one-on-one with your employees to assist with investment decisions that are designed to help them reach their individual retirement goals.  We also offer numerous valuable education seminars so your employees can make informed decisions about their investments. We believe it is important to be available to your plan participants through multiple touch points and will provide them contact information to reach us via telephone, email and through our online presence, in addition to sitting down with them at meetings scheduled through you.

 

Our education/communication programs typically include: