We do not pretend to know your employees better than you, so 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.