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eMoney > Your Personal Financial Website
10,000 FT. – EMPLOYEE ENROLLMENT
10,000 Ft. – Employee Enrollment
Meeting Objectives:
Meet with employers to educate on retirement plan options
Assist employees with the enrollment process
Offer additional individual assistance to employees
Expected Duration:
Meeting Length: 90 minutes
Time Until Next Meeting:
6 months or as needed
Discussion Topics:
Introduce employees to new retirement plan
Explain investment selection options to employees
Educate employees on how to enroll
Introduce employees to plan advisor
Next Step: G.L. - CONTINUOUS EMPLOYEE EDUCATION & INVESTMENT MONITORING