Member Education

A plan member should be well-educated about their retirement program. It is, after all, their future. But plan member education is also important to you as the plan sponsor. You’re responsible for ensuring your plan members have the information and tools to understand their program.

We’ve created a series of member education modules to help our clients. Pick the topics that best suit your needs:

  • Why save for retirement?
  • Sources of retirement income
  • How much do you need to save?
  • What is a registered retirement program?
  • Benefits of group savings
  • Your plan
  • How to develop an investment strategy
  • Investments 101
  • Retirement options

Choose the formats that best work for you – group sessions, lunch and learns, newsletters, payroll stuffers, web-casts or web learning.

We can help you develop an education plan for your plan members.  Contact us to get started.