A successful communication program is critical to the success of a company’s retirement plan. Our enrollment and education specialists understand that the development of an effective communication program varies greatly from business to business and across industries. We review the wide variety of options available with the retirement plan committee and create the most appropriate program for their particular employee population.
Consistent implementation of the plan increases employee understanding and participation while raising the profile and appreciation of the benefit.
Key components of a communication strategy include:
Pre-enrollment memos, posters and announcements
All on-site meetings conducted by securities licensed representatives
On-site group enrollment meetings
On-site individual enrollment meetings
On-site group investment education meetings
Multi-lingual meetings and representatives
Multi-lingual enrollment materials
Video teleconferencing “Meet Me” meetings for remote locations
Access to on-line investment and financial planning
Customer service representatives and e-mail contacts for plan participants