G.L. – CONTINUOUS EMPLOYEE EDUCATION & INVESTMENT MONITORING
G.L. – Continuous Employee Education & Investment Monitoring
Meeting Objectives:
Educate clients on updates to their retirement plan
Review investment selection
Provide market update
Enroll new employees
Expected Duration:
Meeting Length: 1 Hour
Time Until Next Meeting: 6 months or as needed
Discussion Topics:
Review employee enrollment
Monitor and review investment selection
Provide one-on-one advice to employees