Employee
Communications
The
Importance of Employee Communications
The key to a successful
retirement plan is a high level of employee awareness and
participation. Your employees must understand the value of saving
for retirement; they must appreciate the differences among their
investment options; and they must understand the mechanics and
procedures of their retirement plan.
Our
Communications Approach
We have utilized our
extensive experience in employee communications to develop a
complete communications program which emphasizes the importance of
educating employees so that they can make independent, informed
investment decisions.
Our communications program can help you
reach your employees with easy-to-understand information, designed
to build employee participation and enthusiasm.
Effective
Employee Communications Materials from
Pathways Plan Services
-
Enrollment
Booklet
The enrollment booklet
is personalized with your Company’s name and includes an
introductory letter from the Company. It includes highlights
of the plan and education sections, providing employees
information about investing fundamentals and retirement
planning. Fund information sheets and enrollment forms are
also included.
-
Prospectuses
The prospectus for each
fund describes the fund’s financial history, objective,
investment policies, and fee schedule. All plan participants
should receive and review a fund prospectus prior to investing in
the fund.
-
Quarterly Newsletter/Participant
Statements
The quarterly newsletter/participant statement is unique in
the industry and features continuing investment education
articles, fund performance updates and participant account
balances all within a single document.
-
Administrative and Enrollment Forms
These include enrollment, withdrawal, loan, rollover and
beneficiary forms. Your employees will find these forms clear and
easy to complete.
On-Site
Employee Enrollment Meetings
Face-to-face communications
is a most effective way to promote and explain your Plan. Employee
meetings provide the opportunity to describe the Plan features and
investment options and to answer questions directly. Professionals
who can anticipate and thoroughly address employee concerns can help
increase your enrollment rate significantly
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