Employee Education, Enrollment & Engagement

We Revolutionize the 401k Experience for Participants

For many reasons, the employee engagement component is often the biggest weakness and most underserved aspect of 401k plans. In our opinion, some in the 401k industry indicate they don't believe Employee Education can work and is a waste of time. That’s a HUGE mistake and so unfortunate for the plan sponsor and employees. Instead, many promote leveraging technology exclusively, to self-serve, or initiate Auto-features as a replacement. While auto-features have their place, they shouldn’t be used without an effective education campaign – it defeats the purpose. Auto-Enrollment can help increase participation but needs to be coupled with a creative & effective employee education campaign to build enthusiasm & excitement.

Employees can learn, want to, and need to; however, the right approach is critical along with the right content.

We want employees to be Excited & Engaged. We help you build and reframe the program to amplify hope and create a brighter future.  You can build the best 401k plan, but if employees aren’t on board, it's dead in the water.

Our Core Employee Engagement Campaign Services

Employee Engagement Group Meetings***

The frequency is based on your unique situation & workforce. Conducted on-site & in person is preferred, but virtual is also an option. Our Objective is to Reframe, Educate and leave employees with a great feeling about the plan - NOT overwhelmed, confused & discouraged.

The 3 Main Components of Employee Education & Engagement Success:

• The right Product & Plan Design
• The right Content & Message
• The right Delivery & Approach

***see compliance disclosures

One-on-one Employee Meetings **

1:1 meetings are the bedrock of any highly successful plan. I can’t stress the importance. Frequency is based on client needs. Below are some ideas on how we make them effective:  

• Create a special name for these meetings, tied to the new plan name. Reframing & perception is key.
• These are 401k specific with a very tight focused agenda. Not individual Wealth Mgt,
• Our goal to learn everyone’s name after the first 12 months & gain their trust.
• Stagger the meetings throughout the year so our presence is felt.
• Highly organized & efficiently coordinated. Need plan sponsor help.
• Make these an event Employees look forward to, engage in & talk about later. 

**see compliance disclosures

Ongoing Video Education Series

We host a video series covering current relevant topics for both plan sponsors & participants. The Participant Series is called “A Fireside Chat.” The audience is any eligible employee. Conducted at least quarterly. As needed, we conduct more frequently & on-site.  

Additional Employee Engagement Services

We want your employees to have ample opportunity to connect. Several other ways we do it:

• Employee Drip Mailing Program
• Employee Survey – how are we doing & how do you feel about the new program?
• The $100,000 or $250,000 Club - simple program with a big impact.
• Employee Financial Wellness Programs - leveraged through product partners
• Special surprise events for employees – focused on relationship building & fun 
• Employee Education Policy Statement – timeline and content summary of the entire campaign
• Employee Transitional Services**** – Consultation for Terminating or Retiring Employees