Education & Communication

A successful communication program is critical to the success of a company’s retirement plan. Our team understands that the development of an effective communication program varies greatly across industries, from business to business and employer locations.  We review the wide variety of available options with the retirement plan committee and create an appropriate program for their particular employee population.

Consistent communication of the plan increases employee understanding and participation while raising the profile and appreciation of the retirement plan.   

Four questions for plan sponsors:

  1. Are you getting the most out of your vendors existing tools and services?
  2. Is your consultant assisting with communication and education?
  3. Is the current communication strategy proactive or reactive?
  4. Is your communication program impacting plan metrics?

Our goal is to affect change with your communication program.   We will develop a communication continuum for all your participants.  We will work with your vendor to identify and utilize every resource they provide.   In addition, CBA has several proprietary tools and resources that we can implement as part of our service to your plan.

CBA will either negotiate these items with your current vendor or we will produce them in house through our communication specialists.

Key components of a Corporate Benefit Advisors, Inc. communication strategy include:

COMPONENT
RESPONSIBILITY
Develop/refine strategy for employee education and communication
CBA
Design custom materials for meetings and ongoing education
CBA to negotiate with Vendor
Provide ongoing education and participant support
CBA and Vendor
All on-site meetings conducted by securities licensed representatives
CBA and Vendor
On-site group investment education meetings
CBA and Vendor
Multi-lingual meetings and materials
CBA and Vendor
Video teleconferencing “WebEx” meetings for remote locations
CBA
Access to on-line investment and financial planning tools
Vendor
Customer service representative contacts for plan participants
Vendor
Retirement gap analysis and projections
CBA and Vendor
Targeted communication reports
CBA and or Vendor
General topic web and group meetings
CBA and Vendor
Distribution education
CBA and Vendor