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Employee Education

 
 
Contact us
 
Wichita 
316.266.6574 or
877.305.1864
 
Denver
303.615.7600 or
800.813.0203 
 
 
Does your employee education program provide a solution for the wrong problem? We find that many programs are designed with a singular goal to make plan participants into better portfolio managers. Education that concentrates solely on asset allocation and investment selection can not only confuse and overwhelm many participants, but can arguably contribute to poor investment choices and low participation levels.

We believe it is critical to help your employees to focus on how to become better savers in order to achieve a successful retirement.

Don’t get us wrong – our expertise is deeply rooted in portfolio management, and we devote considerable time and effort toward helping you develop and maintain a solid investment menu. But even if they make superior  investment allocation decisions, your employees could still fall short of a secure retirement if they fail to simply save enough money. 

That’s why our educational information also helps participants to determine appropriate savings goals based on their current household income and their target date for retirement. 
 
 

          

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