Employee Enrollments, Education and Communications

Primary objective of communications is to maximize employee awareness, satisfaction and participation.
Additional objective is to provide sufficient investment education and access to information to comply with ERISA’s 404(c) regulations.
We can work with our clients as partners, sharing workloads, or become the total outsourcing solution.
Standard on-site enrollment meetings can include one-on-one counseling for participants needing investment guidance.
Education to employees on the tax and savings advantages of a 401(k) plan.
Illustrations are provided to employees to help them understand the importance of saving for retirement, and the importance of starting early.
Generic discussions of investments are provided, as well as specific data on the funds offered through the Plan along with asset allocation strategies.
Communications can be customized at the participant level. This can include bilingual materials.
By definition, the broadest communications materials available.
Personnel from individual fund families available to supplement communication and education process.
Individual participant investment advice available.
Internet capabilities can be transaction only or interactive, direct or multimedia.
Quarterly Investment Reviews made available to participants.

Employee education is a continual, on-going process - one that persists and expands throughout the life of our relationship.