Corporate Education Sample

 SAMPLE Education Schedule

 

Employee Education Workshops Employee Communication Plan Sponsor Education
January Enrollment Article Scorebook E-Mail
    Over 50+ Newsletter Annual 401(k) Report
February   Article Fiduciary Review
    SFS Advisor Visit  
March   Article  
       
April Enrollment Article Scorebook E-Mail
    Over 50+ Newsletter  
May   Article Plan Sponsor Workshop
       
June   Article  
       
July Enrollment Article Scorebook E-Mail
    Over 50+ Newsletter  
August Employee Workshop Article  
  401(k) Day Promo SFS Advisor Visit  
September Retirement Income Article  
       
October Enrollment Article Scorebook E-Mail
    Over 50+ Newsletter Plan Sponsor Workshop
November   Article  
       

Effective Employee education is critical to the success of a retirement plan. An employee education schedule can document goals and accountabilities related to an employee education program and provide a baseline for discussing employee education.

 
A well-designed education policy can help ensure effective and consistent communications and lead to better participant understanding and decisions as well as greater levels of employee participation.
 
Strategic Financial Solutions, along with the approval from SAMPLE COMPANY, will follow the above Employee Education Schedule with the intent to review on an annual basis.
 
 
 
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Strategic Financial Solutions                              SAMPLE COMPANY
 
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