Employee Education and Financial Wellness
Results Focused Education and Holistic Financial Wellness
At the heart of every employee benefits plan are clear and effective communications that lead to greater participation. We leverage best practices in adult learning and behavioral finance techniques through various delivery channels to ensure your employees stay engaged. There are many financial decisions your employees must make, and many go unaddressed. Our financial wellness programs help plan sponsors provide meaningful content to their employees. These programs support employees’ overall financial success, which leads to a happier and more productive workforce. To know if your financial education offering is meeting the needs of employees today, ask yourself a few questions:
- Is your education program targeted to specific goals and objectives?
- Can your employees access education and planning resources 24/7?
- Is your education program directly connected to your recordkeeping system to ensure employees can make changes when motivated?
- Does your educator speak “financial industry,” or do they have an understanding of how to reach various audiences?
- Does your provider use analytics to measure plan education effectiveness?
Our financial wellness strategies include:
- Focus on individualized, personal attention for employees
- Innovative technology and virtual sessions
- Relevant data and analysis
- Considerations for adult education principles
- A commitment to service
- Bilingual resources available
A partnership with Retirement Plan Services is a commitment to financial wellness.
A Retirement Plan Services Advisor is ready to help you
Retirement Plan Services are offered through UMB Bank. n.a. Retirement Plan Services does not provide accounting, legal or tax advice. The information provided herein is general in nature and is not intended to be nor should be construed as specific investment, legal or tax advice. The factual information has been obtained from sources believed to be reliable, but is not guaranteed as to accuracy or completeness. Retirement Plan Services makes no warranties with regard to the information or results obtained by its use and disclaims any liability arising out of your use of, or reliance on, it. Products offered through Retirement Plan Services are: Not FDIC insured • No Bank Guaranteed • May Lose Value