We do not pretend to know your employees better than you. Subsequently, we do not attempt to fit you into a pre-designed communication package; rather, we consult with you to customize an employee benefit communication solution that fits you and your employees.
Critical issues we consider when designing your communication and education solution include:
- Use of or access to online technologies
- Financial literacy
- Work hours (availability)
- Internal resources
- Employee turnover
- Update personal information
- Monitor account activity
- Set up automatic account rebalancing
- Process transactions(contributions and fund transfers)
- View personal rates of return
- Access fund fact sheets and prospectuses
We help participants develop appropriate financial goals for retirement and help them understand what it will take to accomplish them.