Benefit plans with your employees in mind
Employee education doesn’t have to be tedious, and filled with investment statistics that only advisors can understand. At Conrad Siegel, we have behavioral finance and financial wellness professionals that bring value to your plan. Our personal, simplified investment approach and knowledge of recent developments in employee education can better prepare your valued employees for retirement.
Our goal is to build a partnership with you, and a relationship with your employees. The same specialists who conduct our individual and group meetings are also available to answer your employees’ questions, both during the transition and beyond. We do not outsource customer service.
Build your employee education program to fit your needs
Benefit communications are multifaceted, with as many ways to deliver the message as there are messages. As partners with your plan, we help you understand the key aspects of your plan so benefits can be communicated in simple, clear terms to your employees in ways they are most likely to understand. We’re happy to conduct effective employee meetings, both in-person and online. We can also work with you to create informative, custom communications materials to help employees make the most of their benefits.
Going beyond the required employee benefit disclosures, our specialists can help you develop as many different approaches to employee communications as there are employee groups. Whether you want meetings, targeted messaging, webcasts, comprehensive benefit statements, an exhibit for your benefits fair, or employee newsletter articles, we can put together a package that makes sense for your unique needs.
For employees, a clear and simple path to retirement that eases financial anxiety
Regardless of the package of services chosen, your participants will experience a simple, guided enrollment process that allows them to invest in sophisticated, yet appropriate investment portfolios that are customized to a participant’s risk tolerance. Plan sponsors can choose to offer managed payout options that allow participants to experience their retirement plan assets as an income stream after retirement.
Employee education should be a fiduciary duty
Because effective communication is critical to the success of any employee benefit plan, we believe that a solid education program is essential to properly fulfilling fiduciary responsibility. We put ourselves in the shoes of the plan sponsor to understand the best ways to involve employees in their plan and to build a level of appreciation for the benefits they receive.