Employees, today more than ever, are faced with increasingly complex choices when it comes to saving for retirement. Most employees do not fully understand the benefit provided to them in their company retirement plan and need guidance on a variety of investment-related topics. A plan cannot be considered successful if employees:

• Do not understand the benefit being offered or do not participate in the plan
• Participate at low contribution rates that are meaningless or do not take advantage of the full employer match (if offered)
• Do not understand the plan investment options and have accounts that are poorly allocated
• Do not rebalance or revisit their initial asset allocation or make emotional decisions

We believe that building a successful employee benefit plan includes:

• Making participant education a priority
• Assessing the plan needs and participant needs prior to developing a formal education program
• Implementing the program in a way that is meaningful and where results can be clearly tracked
• Evaluating the program based on four levels
  • Did participants like it?
  • Did they learn it?
  • Are they using it?
  • Did it make a difference in their behavior?

RetireRight Pittsburgh is experienced in developing innovative, comprehensive, and tailored participant education programs. We can assist you not only in creating an education program that meets your participants' unique needs, but also in conducting group and individual education programs and monitoring them for their effectiveness.

Contact us today to learn more or to set up a no-obligation evaluation of your current participant education needs.

To see a sample of the kind of engaging worksheets we use to get employees engaged, click here to view our Employee Report Card.