
Retirement plan education
Benefit communication support
Employee lunch-and-learns
Virtual or onsite education sessions
Optional follow-up resources
How the retirement plan works, including how the employer match is earned.
Roth vs. traditional contributions
Key considerations when evaluating rollovers and withdrawals.
Retirement readiness basics
Investment fundamentals
Onsite or virtual sessions
Employee Q&A
Plain-English education
Flexible topics for workforce needs

Financial Advisor
Frequently asked questions
Not necessarily. In many cases, education can be offered alongside your current provider, payroll platform, or recordkeeper.
Yes. Sessions can be delivered virtually, onsite, or in a hybrid format.
The sessions are educational and focus on the benefits your employees already have. Employees who want individual guidance can request a separate one-to-one conversation.
We discuss your current retirement plan, employee education needs, and what type of session may be most useful for your workforce. It takes about fifteen minutes.
The initial employee education session is offered at no cost.