Education

Educate and Motivate

Many plan sponsors worry about their participant's ability to manage their retirement plan's investments. In order to boost participation and educate your employees on how to make better investment decisions, you need to provide a well-designed education program.

We will work with you to develop a program to educate as well as motivate your employees.

Some of the tools we have available to assist us in this task are as follows:

Posters that display motivational messages such as, "Take Advantage," "Make the Smart Move," and "Add a Little Now." The posters were all designed for the Plan Sponsor's use. These pieces serve as a constant reminder to your employees that #1 the retirement program exists, and #2 it is important.

Payroll Inserts are "take home" reminders that are a perfect way for your employees to be reminded of and educated about their retirement plan after hours. Many times an employee's hectic day-to-day routine does not allow them to inquire about the benefits available to them. The payroll insert enables the employee to research and discuss the program away from the interruptions of their working environment, and ultimately make a sound decision as to whether or not the program is right for them.

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Retirement Slide Rule Calculators The Retirement Calculators are a constant reminder to employees of two inevitable factors. The first is how little time each of us has to retirement. The second is the amount of money we will need at retirement. This tool will help your employees with their retirement goals by reminding them that retirement means careful planning during their working days. Financial security is no miracle.

Informative Booklets help your employees understand their benefits, plan their investment strategy and organize their distributions at retirement. These booklets are usually handed out at the enrollment meetings run by our firm.

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Quarterly Newsletters Newsletters provide continuing education on retirement plan investing so that participants can make more informed investment decisions. Updated fund performance from the most recent quarter can be provided for the funds in the plan. Frequent reminders of the benefits of retirement savings in articles can help build participation and increase employee contributions.

All of these supplies can be ordered for your employees directly from us at a minimal charge to the Plan Sponsor.