Problem Analysis/Overview

Often participants are looking for additional education to help them better understand the ins and outs of their company’s retirement plan. Helping them learn about the benefit of reading statements, the impact of fees on their account and how the markets impact their savings may help your participants stay on track for retirement.


Promote the benefits of participating

Resources to help participants realize the benefits of continuing to contribute

Educate on understanding fees

Information and tools to help participants understand their fees

Educate on understanding markets

Materials to help participants navigate through market uncertainty