Participant Engagement

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A holistic approach to participant engagement enhances your plan’s effectiveness in helping employees work toward a comfortable and financially secure retirement.

Ways to improve employee participation and engagement

We suggest breaking out your options into these three areas. This will help your plan gain better traction and keep employees motivated to grow their nest egg for retirement.

Just starting out:

  • Early Financial Planning and Consistency

  • Debt Management Strategies

  • Budgeting and Household Financial Management

  • Goal Setting and Achievement

  • Student Loan Solutions

In your working years:

  • Life Insurance Planning

  • Tax Optimization and Savings Strategies

  • 529 College Savings Plans

  • Ancillary Investment Opportunities

  • Investment Consolidation Strategies

In your golden years:

  • Social Security Optimization

  • Income Planning to Ensure Financial Longevity

  • Long-Term Care Insurance Solutions

  • Medicare and Medicaid Guidance

  • Estate and Trust Planning

How we enhance the participant experience

New participation 

  • Drive new enrollee adoption
  • Investment allocation assistance
  • Tax planning initiatives
  • Consider automatic enrollment

Increase participation

  • Focus on contribution growth year over year

  • Aligning tax and savings goals

  • Investment glide path monitoring over time

  • Consider automatic re-enrollment

  • Targeted communication

Maximize participation

  • Maximize contribution amounts

  • Creating growth/income strategies for multiple life phases

  • Optimize contribution tax strategies

  • Higher potential for a successful retirement

Learn about our holistic approach to participant engagement and interaction.