Employee Education

Employee education is not just a fiduciary responsibility, it can be a key factor in making your plan successful.

We develop customized communications and education programs designed for unique needs and varying knowledge levels of employee groups using a variety of mediums, including:

  • Targeted group meetings onsite
  • Individual private meetings
  • Webinars
  • Print campaigns
  • Internet-based campaigns (HTML emails, online tools, video technology)

Customized Education

Our workshops are designed for various interest groups and help employees feel confident and prepared for retirement readiness:

  • Unlocking Social Security
  • College Planning the Right Way
  • To Roth or Not to Roth?
  • Win by Not Losing
  • Managing Risk

We typically provide these workshops or any continuing education topics as part of our service agreement. We create the appropriate documentation for your Investment Committee.

A robust employee education strategy should not only be designed to Increase Employee Participation, Increase Savings and Increase Diversification, it should also be designed to Maximize Employer Fiduciary Protection.


Design Your Education Strategy.