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