Companies that offer retirement programs are better positioned to attract and retain valuable employees—that’s a well-known fact. But consistently providing your employees the right toolsets and financial education is often the difference between an effective or an underappreciated benefit program. Having employees on a path to financial success minimizes turnover, reduces health care costs and boosts productivity.
What good does it do to design a tremendous retirement plan if employees cannot effectively utilize it? Our team begins with a group education session—introducing the retirement plan, highlighting its benefits, discussing retirement planning basics and showcasing online account access and tools.
Next, our ongoing employee communication is designed with your plan’s specific goals in mind. Perhaps Roth deferral utilization is very low amongst younger employees, or employees are not taking full advantage of the employer contribution, or there is poor website usage. Whatever the goal, our team creates an annual education campaign to reinforce the fundamentals of the stated goal.
Additionally, our team offers personal financial planning for all employees. As a registered investment advisor, we do not sell products—no life insurance, annuities, IRAs, mutual funds or other products. We are simply here as an advisory resource for your employees.
Our approach to employee engagement nets tangible results and improves the overall health of your retirement plan.
Are you searching for a leading retirement plan employee engagement services firm? Please call us at 866-605-1901 or complete this form, and an Aurum representative will respond shortly.