EDUCATION & COMMUNICATION

Employee participation and satisfaction are directly related to how well employees understand their plan and their investments, and how well their investments are performing to meet their individual retirement goals. Our goal is to effectively educate your employees about your plan’s provisions and investments.

Our communications services include:

Enrollment & Investment Education

  • On-site workshops, webcasts/video presentations
  • Payroll stuffers, enrollment kits, investment information

Interactive Tools & Account Access

  • Internet & Voice Response Unit ("VRU")
  • Morningstar® Retirement ManagerSM*
  • Participant call center

 

*Morningstar® Retirement ManagerSM is offered by Morningstar Investment Management LLC, a registered investment adviser and subsidiary of Morningstar, Inc., and is intended for citizens or legal residents of the United States or its territories. The Morningstar name and logo are registered marks of Morningstar, Inc. Investment advice generated by Morningstar Retirement Manager is based on information provided and limited to the investment options available in the defined contribution plan. Projections and other information regarding the likelihood of various retirement income and/or investment outcomes are hypothetical in nature, do not reflect actual results, and are not guarantees of future results. Results may vary with each use and over time.

Investment Advice for institutional retirement plans provided by USI Advisors, Inc. | Securities offered to the plan through USI Securities, Inc. Member FINRA/SIPC | 95 Glastonbury Blvd., Glastonbury, CT 06033 (860) 652-3239 | USI Consulting Group is an affiliate of both USI Securities, Inc. and USI Advisors, Inc.