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Employee Education

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

Education plan for employees

  • Create employee education plan Set objectives for training and participation for employees; blend 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