Employee Engagement

A helpful communication program is critical to a company's retirement plan. Enrollment and education specialists from our firm understand that the development of an effective communication program varies greatly from business to business and across industries. We review the wide variety of options available with the retirement plan committee and give guidance to an appropriate program for their particular employee population.

Consistent implementation of the plan increases employee understanding and participation while raising the profile and appreciation of the benefit.

Key components of our communication strategy include:

  • Pre-enrollment memos, posters and announcements
  • All on-site meetings conducted by securities registered representatives
  • On-site group enrollment meetings
  • On-site individual enrollment meetings
  • On-site group investment education meetings
  • Access to on-line investment and financial planning
  • Customer service representatives and e-mail contacts for plan participants

Recently, Brian and Dan were again named to the Financial Times list of 401 most elite DC plan advisors in the U.S.  It is awarded to financial advisors advising at least $50 million in defined contribution (DC) plan assets where DC plans represent at least 20% of total AUM. Graded on several criteria, including growth in DC plans and assets, plan participation rates, experience and industry certifications, and compliance record.

 

 

The Financial Times 401 Top Retirement Plan Advisors is an independent listing produced by the Financial Times (September 2016). The FT 401 is based on data gathered from financial advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in seven primary areas, including DC plan assets under management, growth in DC plan business, specialization in DC plan business, and other factors. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the advisors nor their parent firms pay a fee to Financial Times in exchange for inclusion in the FT 401.

 


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