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