Employee communication and education

One of the most time-consuming responsibilities plan sponsors face is managing the participant communication process. We will help ease that burden by identifying and implementing strategies consistent with best practices for participant education and communication.

We work with you to leverage the resources of your provider to help participants receive a broad range of information about the plan and its investments, so they are well-informed about their plan and ready to meet their retirement goals.

In addition, we can coordinate and conduct enrollment and ongoing educational meetings for your employees. We help you:


  • identify employee educational needs;
  • create a communication plan;
  • explain benefits of the plan to participants;
  • review the plan’s asset allocation

If you would like to discuss how we can be of service in helping educate and communicate with your employees about their retirement plan, please contact us today.