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Employee Communication & Education

An effective, ongoing employee communication program is critical to the success of any retirement plan. We understand that development needs vary greatly across industries and work with you to design and execute an appropriate program for specific employee cultures. Consistent implementation of the plan may increase employee understanding and participation while potentially raising the profile and appreciation of the benefit.

ClearCommunications Plan

Your dedicated Account Director will work with you to clarify service expectations and design a written service calendar. During the development stage we listen to your needs and values to define specific goals and success parameters. Using the Plan as a guide, we assemble the team that will execute, refine, and handle all the details.

The result is a valuable tool that incorporates an understanding of behavioral finance, evaluates employee demographics, and considers plan usage trends to uncover areas of improvement and establish a clear plan of action.


There is usually no substitute for personalized, professional advice. Our staff of experienced Consultants is available for on-site group meetings and one-on-one financial counseling, which should help prompt employees to take action. The goal of our process is to empower employees by providing them with the education and confidence they need to take a more active role in their own financial future.

Key Components of Communications Strategy:

  • Pre-enrollment coordination and communications
  • Payroll stuffers, post cards, targeted communications
  • On-site meetings conducted by experienced, registered advisors
  • Multi-lingual capabilities, materials and representatives
  • Video and tele-conference capabilities for remote locations
  • Access to on-line investment and financial planning resources
  • Quarterly web-casts on timely, educational topics