Broker Check

Education Policy Statement

Goals

Satisfy your fiduciary responsibilities under 404(c) by providing a customized education approach that will cater to participate of all levels:

  • Onsite group meetings
  • Customized videos and slides
  • Individual web based meetings / Group webinars
  • Email: Educational articles

Financial Wellness: We deliver specific non-401(k) financial wellness modules and periodic email supplements. 

Evaluation

Education is a continuous process and to ensure that we are meeting the goals thus outlined, we will perform a periodic evaluation of our strategy and results in the following measurable standards:

  • Increase participant engagement
  • Number of new participants
  • Average participant balance
  • Average contribution rate
  • Employee satisfaction survey

Commitment

Our commitment to you, the Plan Sponsor, and your participants is to help everyone set and achieve attainable goals for retirement savings via an engaging educational experience.