Participants

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
  • Enroll
  • 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.