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Communication and Enrollment Meetings

We are committed to keeping you informed, providing quarterly newsletters, legislative and regulatory alerts.

We strive to make our meetings innovative, educational, and entertaining. Our enrollment meetings have a long track record of effective results. We offer presentations customized to your employee demographics, retirement workshops, and more. We even offer webinars for remote locations.

Key components of our communication strategy include:


  • Pre-enrollment memos, posters and announcements

  • All on-site meetings conducted by licensed professionals

  • Onsite group enrollment meetings

  • Onsite individual enrollment meetings

  • Onsite group investment education meetings

  • Financial well-being counseling 

  • Multilingual meetings and representatives when requested

  • Multilingual enrollment materials

  • Webinar meetings for remote locations

  • Access to online investment and financial planning

  • Customer service representatives and email contacts for plan participants

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