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Employee Education

The key to achieving a successful retirement plan lies in educating employees. We strive to provide a wide range of education in order to better equip employees with the knowledge they need to get the most out of the valuable benefit that is their company retirement plan.

Education plan for employees

  • Create employee education plan Set objectives for training and participation level for employees blend of employee meetings and one on one guidance.
  • Newly Eligible seminars Conduct periodic enrollment workshops* for newly eligible employees to include:
    • Retirement basics and income sources
    • Benefits of employer retirement plans
    • Benefits of your Retirement Plan
    • Savings goal setting
    • Gap analysis tools
    • Investments 101 (asset allocation, diversification, etc.)
    • Discussion of the Tax Saver’s Credit (with examples)
    • Enrollment process and forms completion assistance
    • Rollover assistance from former employer plans or IRAs
    • Website tools

      *Each workshop to run approximately 1 hr
  • Nonparticipating Conduct periodic education workshops* for non-participating or low contributing eligible employees to include:
    • Retirement basics and income sources
    • Benefits of 401(k) Plans
    • Benefits of the your employer Plan
    • Investments 101 (asset allocation, diversification, etc.)
    • Personalized and confidential impact analysis of match money “left on the table”
    • Discussion of the Tax Saver’s Credit (with examples)
    • Enrollment process and forms completion assistance

      *Each workshop to run approximately 1 hr
  • Retirement adequacy planning Conduct periodic education workshops for all employees focusing on retirement needs including such topics as:
    • Estimating your needs and your retirement gap
    • How much to save
    • Finding ways to save money
    • Less debt = more ways to save
    • Putting the money you save toward retirement
    • Keeping up the pace
    • The tax man provides some help
    • Consolidating your retirement assets
    • Importance of starting early
    • Tools on the website
  • Pre-retirees Conduct periodic education workshops for pre-retirees focusing on retirement needs including such topics as:
    • Picture your retirement
    • Identify your sources of income
    • Social security strategies
    • Prepare your portfolio
    • Making a will
    • Asset transfer at death
    • Projected health care cost
    • Medicare/ Medigap coverage
    • Medicare Part D prescription drug program
    • Long term care insurance