Participant Education

At an interval of your choosing (quarterly, semi-annual, annual, or on demand) we will hold participant education meetings in your preferred format in any combination of the following:

  • Teleconference
  • GoToMeeting
  • Onsite Meetings
  • Individual Participant Meetings
  • Spanish translation/presenation

The content for each group meeting is customizable, taking into consideration the needs and preferences of each plan sponsor. Spanish meetings and content are available upon request. Typical group meetings are scheduled for approximately 45min but can be tailored to meet your needs. Examples of content include:

  • Market Discussion
  • Plan Highlights
  • Automatic Enrollment & Escalation
  • Contribution Accelerators
  • Qualified Default Investment Alternatives
  • Conversions
  • Enrollment/New Hire Meetings

Our individual participant meetings are scheduled in 15-minute blocks held at your location. During that time the participant meets with a licensed professional from our office to discuss their personal portfolio and ask any questions they may have, in a private and confidential setting. The participant may bring along any supplemental information that they are wanting to share and discuss.