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Our client's unique situation and goals drive how we implement our proprietary fiduciary process that is designed to deliver measurable improvements across their plan, is documented, compliant with ERISA and defendable. As a plan fiduciary, we provide independent and unbiased advice and are motivated to always act in our client's best interests based on the highest ethical standards.
Employee Education & Communication Strategies
- Evaluate employee demographics and organization's culture
- Set measurable goals and design targeted education
- Maximize vendors' capabilities to deliver services needed
- Personalized retirement savings gap analysis for employees
- Monitor and review results of messaging, media and frequency of all education services
- Learn More
Did you know?
- Your vendor may have a budget for education services that may not be meeting your needs or that you're not utilizing
- ERISA §404(c) does not have a requirement to provide employee investment education and it is not considered a "safe harbor" per the Department of Labor [DOL IB 96-1]
- A plan administrator must confirm that documents delivered to employees electronically have been received [ERISA §104]