What are your employees’ retirement income goals?
Offering a retirement plan for your employees is an important step in helping them become retirement-ready. At Benefits Square, we believe through effective education, we can guide your employees through each stage of their career — whether they’re just starting out, juggling the demands of mid-life, transitioning to their next act or defining their legacy. From informative educational articles, interactive calculators and ongoing seminars, your employees will have a suite of materials tailored to their common retirement questions.
83% of workers expect their workplace retirement savings will be a source of income in retirement vs. about half of retirees.
Financial wellness begins with a retirement plan
Your employees will have access to personalized wellness and educational topics, covering a full breadth of lifestyle stages, as well as online digital tools, giving them a clear picture of what means the most to them and discovering a path to the future they’ve envisioned.
Quick questions, quick answers
Whether it is selecting one of the frequently asked questions or visiting a breadth of topics in the content library, the site is designed to give your employees a choice, allowing them to customize their experience.
Library of learning
There is a host of content in a variety of formats: videos, calculators, tutorials and educational articles to help your employees learn about financial topics that are most important to them in a digestible manner.
Your dedicated retirement plan consultant (RPC)
To help you achieve retirement plan success, we have a team of dedicated knowledgeable professionals who can assist you with:
- Fiduciary education
- Educating employees about retirement plan basics
- Increasing participation and deferral rates
- Local point of contact
From the initial enrollment meeting to future ongoing enrollment meetings and seminars, your RPC is available to assist. In addition, our employee education program features a series of educational emails easily delivered to your employees.
To take advantage, it’s as simple as providing us with employee email addresses.
We take care of the rest.
Ongoing employee education
To keep your employees well-informed, we offer a series of educational seminars, articles and emails no matter what stage of their career.
We have a series of seminars featuring the following topics:
- Preparing for retirement
- Asset allocation- Understanding market volatility
Our emails provide education on the benefits of saving for retirement, asset allocation and the power of compounding over time.
- Increasing contributions
- Preparing for a comfortable retirement (enrollment)
- Managing your account online
- Retirement myths and realities
- Understanding your investments
- Financial fundamentals
Each seminar features real-life examples in easy-to-understand language. In addition, we provide an attendance sheet and seminar evaluation form.
For more information about how Benefits Square can help your
employees with retirement education, contact us at
(732) 902-0200 or click here to request a call.
Related Posts
