It is one thing to offer an employee retirement savings plan but quite another to guarantee the plan’s success. Trust Point understands that it is essential that your employees understand their plan and how to use it to grow their retirement dollars most effectively. To this end, Trust Point’s dedicated education specialists will work directly with your retirement plan participants to help them take full advantage of the opportunity you have provided.
Our Employee Education program, delivered locally, uses easy-to-understand language and full-color presentation materials to educate and motivate your employees. You know your employees best; if there are special topics or concepts you believe would be of particular interest, we will incorporate those topics into the presentation and supporting materials.
Our Employee Education program helps to fulfill your ERISA 404(c) compliance requirements and protects you against potential claims regarding communications about your benefits program.
We provide your employees with the tools they need to maximize their benefit from your retirement plan.