Employee Education
We provide your employees with several tools to help them make confident investment decisions.
Our Employee Education program uses easy-to-understand language and full-color presentation materials to educate and motivate your employees. If they have any questions, our professionals are available by phone or email to answer them promptly.
Our Employee Education program ensures your ERISA 404(c) compliance, and protects you against potential claims regarding any communications about your benefits program.
Our other educational services include:
- Investment update meetings;
- Custom support materials, including flyers, announcements, and special cover letters;
- Our Quarterly Employee Benefits Forum, on our website or included with their statements;
- Our Quarterly Current Investment Strategy, available on our website or in hard copy, for you to reprint and distribute to the participants.
