Employee education & engagement

Driving better financial outcomes for your employees and organization

A key component of achieving financial wellness in the workplace is making sure your employees are financially prepared to retire. Whether someone is 25 or 55, it is vital to seriously consider a proper saving plan to allow for a comfortable and financially secure life after retirement.

Employers have started to focus on a broader view of their employees’ financial wellness, so they can better understand the barriers employees are facing in saving for retirement. If employees can’t tackle their short-term goals (i.e., pay down debt, establish emergency savings, afford healthcare), they won’t be able to start thinking about retirement.

Providing employees with access to employee education pertaining to retirement is an important fiduciary obligation. A well-designed, customized communication plan is one of the most vital aspects of a successful retirement plan. It can raise awareness and, most importantly, help employees understand, utilize and appreciate their benefits.

We understand the challenges your employees are facing

Market volatility	Inflation	Housing cost increase	Healthcare cost increase	Existing debt (credit card, student loan, etc.)

Retirement readiness is not just an employee issue

Increased healthcare costs	Lower productivity	Higher salaries

Proven strategy to engage employees

At USI Consulting Group, we understand the importance of getting employees to participate in your employer-sponsored retirement savings plan, and we’ve developed a proven education strategy to help employees achieve retirement readiness. We will partner with your recordkeeper to ensure your retirement plan offers meaningful employee education and meets all regulatory requirements. And we have the subject matter experts to help you develop a communication program to connect with and inspire your employees to:

Increase employee enrollment	Maximize employee savings contributions	Consolidate employee assets	Improve employee overall financial wellness, including their retirement readiness