Retirement Programs

Retirement isn’t only a benefit program, it’s an event people plan for. The “need-to-know” information varies among employees. Younger people need education and a bit of convincing to think about long-term goals. People nearing retirement need to understand Medicare, how to reduce their investment risk, and why catch-up contributions are important. And, if you have retirees, you can’t let them fall off your communications radar.

We understand the nuances of speaking to different audiences, and we have the experience to know the messaging that appeals to each.

 

How can we help YOU? Let’s talk.

Our Work

 

We helped our client develop “Ready to Retire” education sessions to clarify their pension freeze so employees didn’t unnecessarily leave.

 


 

 

This large retailer needed to simplify retirement materials to help employees plan adequately, and to pull HR and other managers into the process.


 

Our Insight

Pros and Cons of a 401(k) Loan

Education and communication are key in helping employees understand the pros and cons of borrowing from their 401(k).