to employee education involves ongoing strategic communications planning
and the implementation of targeted campaigns. Our goal is to give your employees
the tools and information they need to make effective investment decisions
and prepare for successful retirements. Our organization's history of award-winning
education programs reflects our commitment to that goal.
|Communicate plan changes across your organization|
|Maintain and improve participation rates|
|Increase deferral rates|
|Encourage participant diversification of investments|
|Ensure appropriate participant responses to market events|
Your education program will be designed to achieve the specific goals that we identify during the planning stage and to meet your evolving communications needs over the life of your plan. Implementation occurs in three stages:
|Getting started Your employees receive communications announcing the change in service provider, the new investment options, and enhancements to their plan.|
|Enrollment education Personalized enrollment kits are distributed and meetings are held on-site at all of your locations to educate and enroll employees in the plan.|
|Ongoing education We continue to evaluate employee educational needs, craft customized communications, and conduct targeted workshops to ensure the attainment of your plan goals.|
We recognize the continuous opportunity we have to educate your employees about retirement planning. On an ongoing basis, using your Plan Insight website, and working with your Client Relationship Manager, we can run an array of customized reports to analyze plan data and identify additional opportunities to communicate with and educate your employees. Using this information, we will work to develop targeted campaigns and recommend workshops that can be delivered on-site or via the internet.