Communication

Communication is an extremely important aspect of a retirement plan, especially in a 401(k) plan. Enrollment meetings for 401(k) plans are first thought of when communication is mentioned. These meetings present an opportunity to tell the employees what an excellent benefit their employer is providing for them and that a large amount of small employers do not provide a retirement program. This is also where we stress the advantages of saving for retirement and investment education. The more often employees hear about the plan, the more they will contribute to it. Communication builds trust in the employer and the retirement program. Our communication with your employees does not end here, as with most of our competitors. We welcome your employees to call us to ask questions about your program or to change information on their account.

Communication is not just about explaining the benefits, but also about keeping the plan running as smooth as possible. We make sure the advisor and client are aware of any issues that arise regarding the plan. This way, all of the involved parties are on the same page and work together to keep the plan in sync.