Education & Communication

Building Retirement Ready Employees

Although retirement planning can be intimidating, having appropriate education practices can relieve employee stress and increase productivity. At BeneTrak, we work with our clients by customizing education strategies to meet your company’s goals.

When it comes to preparing employees for retirement, the same approach doesn’t work for all companies. We work with you, the plan sponsor, to create a custom education program which benefits your employees:

  • Proactive employee education
  • On site enrollment meetings
  • Demographic based financial education seminars
  • Assistance with investment selection
  • Ongoing educational support
  • Customized and standard communications
  • Online financial planning and behavior driven education tools
  • Financial advice from independent financial representatives

*Did You Know…

28% of workers have less than $1,000 saved for retirement
57% report a total value of household savings of less than $25,000
49% of workers are not confident about having enough money for a comfortable retirement
46% report they have not tried to calculate how much money they will need to save in retirement

*source – Plan Sponsor Council of America’s 56th Annual Survey of Profit Sharing and 401(k) Plans. October 2013