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Education Policy Statement


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. 


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


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.