Check the background of this financial professional on FINRA's BrokerCheck.

Employee Education and Enrollment Services
The success of your retirement plan hinges on a successful employee education and communication program.  We know that effective communication methods vary depending on your business and employee population, so we will work closely with you and your retirement plan committee to customize an education program that strives to maximize your participation rates and help increase the value of your investment to insure success of the plan.

We consider a successful education program to be ongoing, providing frequent and consistent communication to your employees about your plan and its many benefits.  It is part of our job to ensure employees are aware of the value of the benefit you are providing them.

We will meet one on one with your employees to assist with investment decisions that are designed to help them reach their individual retirement goals.  We also offer numerous valuable education seminars so your employees can make informed decisions about their investments.  We believe it is important to be available to your plan participants through multiple touch points and will provide them contact information to reach us via telephone, email, and through our online presence, in addition to sitting down with them at meetings scheduled through you.

Our education/communication typically include:
  • Pre-plan rollout announcements and memos
  • On-site group and individual enrollment meetings
  • Bi-lingual (English and Spanish) enrollment materials and representatives
  • Tele-conferencing for remote locations
  • Educational seminars and webinars
  • Online investment and financial planning resources
  • Quarterly educational newsletters
  • Access to a customer service representative via email and phone
Tell A Friend Tell A Friend


Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of OH. No offers may be made or accepted from any resident outside the specific states referenced.

Check the background of this financial professional on FINRA's BrokerCheck.