We believe that everyone should have access to financial education and guidance. When an employee understands the way a system or process works, it empowers their ability to make informed decisions. Understanding “how”, “what”, “where”, and “why” are imperative to employee engagement.

We will work with you to develop a training program appropriate for your specific employee population and to help them take full advantage of your plan.

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With this program, we will do the following:

• Explain the importance of retirement planning and the available options in their plan
• Establish their investment objectives, tolerance for risk and their time horizon
• Help the participant identify an asset allocation suited to their own needs and goals, based on the investment alternatives available in the plan.

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We do this by offering the following:

• Conduct education meetings in group and individual settings (in person and video conferencing)
• Ongoing onboarding for new employees
• Provide investment education
• Assist participants in assessing retirement readiness
• Deliver targeted communications via employee memos, newsletters, webinars and plan updates