Retirement education & financial wellness

Empowering the retirement journey with engaging education

We understand the need for importance of clear and consistent communication aroundwhen it comes to retirement planning and saving. Our goal is to provide participants with financial wellness resources and retirement planning tools to ensure every that each participant is well-informed, engaged, and confident in their retirement decisions.

Our retirement education services include:

Personalized engagement

We tailor our communications based on participant profiles, ensuring that the information provided is relevant, timely, and easy to understand. Whether it’s conveying key plan aspects, or personalized savings tips, we deliver retirement planning resources that meet participants where they are in their journey.

Multi-channel communication

Our strategies leverage a mix of communication channels, including email, web, printed materials, and webinars. This approach ensures participants can access the information they need in the format they prefer, making retirement planning simpler and more accessible.

Education and awareness campaigns

Through targeted educational content, we provide participants with the tools and knowledge to make informed decisions. From explaining the basics of 401(k) plans to illustrating the benefits of catch-up contributions and rollover options, our goal is to demystify retirement planning.

Action-oriented messaging

We emphasize actionable insights and behavioral nudges encouraging participants to take small steps toward securing their financial future. By promoting important actions such as increasing deferral rates, reviewing beneficiary designations, or utilizing online calculators, we help participants stay on track to meet their goals.

Ongoing support and guidance

Retirement planning is not a one-time event; it’s a lifelong journey. That’s why we provide continuous support through regular updates, reminders, and access to expertise and financial wellness resources that evolve as participants move through different life stages.

The Real Talk Retirement Show

Check out our podcast! This show is dedicated to discussing everything you need to know about retirement, in a way that actually makes sense.

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Client Case Study

Increasing retirement savings rates through a multi-tiered education campaign

The employee education team at Conrad Siegel developed a detailed communications plan to inform employees throughout all facilities about this new employer match feature. The plan was shared with the employer’s human resources (HR) team and implemented throughout the second half of 2023. The communications plan encompassed a combination of postcards, emails, table tents, and a virtual training session with HR representatives from all PSL communities, in addition to on-site and virtual employee education meetings.

Case Study