Retirement Plan Participant Services

The key to a successful retirement plan is employee participation. And the key to participation is using an engaging and informative employee communications strategy that helps illustrate the value of the benefits you provide. The Program has developed a suite of participant services that meets the specific needs of the legal community and focuses on key areas including enrollment, education, ongoing support, communication, and investment advice.

PLAN PARTICIPANT SERVICES

INITIAL ENROLLMENT:

  • Enrollment seminar
  • Comprehensive enrollment kit
  • Self-directed brokerage account kit
  • Rollover assistance
  • Onsite one-on-one advice
  • Continual group and one-on-one sessions

EDUCATION ON TOPICS SUCH AS:

  • Setting a retirement goal
  • Reviewing your asset allocation
  • Developing a strategy
  • Introduction to personal finance
  • Debt management
  • Creating a budget
  • Planning for people nearing retirement

ONGOING SUPPORT AND COMMUNICATION:

  • Obtain account balance and unit values
  • Update investment elections and allocations
  • View fund performance and fund information
  • View personal rate of return
  • ‘Did you know’ series electronic newsletter
  • Customize and view quarter account statement
  • Request forms
  • Make calculations and obtain other financial education
  • Program-customized Perspective newsletter

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