262-641-0800
Employee Communication & Education
Employee Communication and Education- Perhaps the Most Critical Component to a Successful Qualified Plan
A successful employee enrollment, education and ongoing communication program is critical to the success of a company's retirement plan. Due to this, this is a primary focus of Retirement Plan Solutions on an ongoing basis throughout the tenure of our client relationships.
RPS is passionate about the employee services we provide. We consistently implement a two step program that begins with customized employee enrollment and education programs on a group basis, then provide employees the opportunity to meet with a registered, highly experienced financial professional to help employees make decisions in a manner consistent with their personal time horizon and risk tolerance characteristics.
RPS specializes in developing effective communication programs that vary from business to business and across industries to meet the unique needs of each individual client. We also have the ability to integrate our services with the employee services recordkeeping vendors provide to create the most efficient, effective employee communication experience possible.
The following list represents key components to consider in the development of an effective, quality employee communication strategy:
- Pre-enrollment memos, posters and announcements
- All on-site meetings conducted by experienced, licensed securities and/or Investment Advisory professionals
- On-site, in-person group enrollment meetings
- On-site, in -person individual enrollment meetings
- On-site, in-person group investment education meetings
- Multi-lingual meetings, representatives and enrollment materials
- Computer and video teleconferencing capabilities for remote locations
- Access to on-line investment and financial planning
- Customer service representatives and e-mail contacts for plan participants