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Making Sure Both Halves of Your Client are Happy
In the retirement plan business, the plan sponsor tends to get all the attention at first. But after the ink is dry, it’s time to turn your attention to the employees.
More than 70 years of retirement plan experience has taught us that achieving long-term client satisfaction with a retirement plan requires an effective, ongoing communication plan for your client’s employees. The campaign begins before the employee enrolls and continues straight through until the day that employee leaves the job or retires.
Our integrated participant-centric service and communication package gives your clients’ employees:
- a clear understanding of how the plan works
- education about how to establish realistic retirement savings goals
- a diversified portfolio of quality investment options and tips on making appropriate choices
- access to educational tools and affordable investment support
- the opportunity to have their account professionally managed (if your client’s plan offers Mainspring Managed)
- easy-to-use, 24/7 phone or online access to their account information and transactions
- direct access to real participant services representatives who can provide personal assistance
We’ll ensure that your clients’ employees have the tools and information they need to confidently prepare for retirement. Let us make your next retirement plan sale a visible and valued element of your client’s employee benefits program.
Making Sure Both Halves of Your Client are Happy
In the retirement plan business, the plan sponsor tends to get all the attention at first. But after the ink is dry, it’s time to turn your attention to the employees.
More than 70 years of retirement plan experience has taught us that achieving long-term client satisfaction with a retirement plan requires an effective, ongoing communication plan for your client’s employees. The campaign begins before the employee enrolls and continues straight through until the day that employee leaves the job or retires.
Our integrated participant-centric service and communication package gives your clients’ employees:
- a clear understanding of how the plan works
- education about how to establish realistic retirement savings goals
- a diversified portfolio of quality investment options and tips on making appropriate choices
- access to educational tools and affordable investment support
- the opportunity to have their account professionally managed (if your client’s plan offers Mainspring Managed)
- easy-to-use, 24/7 phone or online access to their account information and transactions
- direct access to real participant services representatives who can provide personal assistance
We’ll ensure that your clients’ employees have the tools and information they need to confidently prepare for retirement. Let us make your next retirement plan sale a visible and valued element of your client’s employee benefits program.
