Participant Education

Participant Education

What good is an amazing retirement plan if no one takes advantage of it? Unfortunately, most retirement plans have dismal enrollment and engagement numbers. This is most often the result of anemic participant education and training. We will work with your 401(k) plan committee to ensure that participants have optimal in-person and online training.

Our education programs and topic areas are client-specific, meaning that employees are receiving targeted education materials, information, and training, specific to the mandate that you provide our team.