Benefit plans with your employees in mind
Benefit communications can be complex, with as many ways to deliver the message as there are messages. We believe employee plan education should be clear, simple, and easy for your employees to understand. Our personalized, simplified investment approach, and knowledge of the most recent developments in employee education, can better prepare your employees for retirement and help them get the most out of their benefits plan.
We help you understand key aspects of your plan and communicate them in simple, clear terms in ways that connect with employees and build a level of appreciation for the benefits they receive. We put ourselves in the shoes of the plan sponsor to understand the best ways to involve employees in their plan. 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 too.
Partnering with Conrad Siegel means we’re there every step of the way
Employees will have a central team dedicated to their plan that they can trust to help guide, educate and answer questions in plain talk. 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 available to answer your employees’ questions during the transition and beyond.
Engaging employees to help get the most out of their benefits
Conrad Siegel,has behavioral finance and financial wellness professionals on staff who bring your benefits plan to life by engaging the employees it’s meant to benefit.
Regardless of the package of services chosen, your participants will get a simple, guided enrollment process that allows them to invest in appropriate investment portfolios tailored to their risk tolerance. Plan sponsors can also choose to offer managed payout options that allow participants to experience their retirement plan assets as an income stream after retirement.
Custom-fit education programs tailored to your company’s needs
We can host effective employee meetings in-person or online and 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 specific communications approaches to different employee groups. We can build a package that makes sense for you that includes a mix of meetings, targeted messaging, webcasts, comprehensive benefit statements, an exhibit for your benefits fair, or employee newsletter articles.