Connect2Achievesm
Retirement planning and employer-sponsored retirement savings plans are getting more complex
for employees as well as for employers. With Connect2Achievesm, PlanConnect® not only keeps your
employees (and you) informed, but also helps maximize the value of your plan.
Participation through Communication
Connect2Achievesm offers a comprehensive suite of tools, resources, and support that can help your employees use your plan effectively and prepare for a financially secure retirement. As a result:
- Employees will better appreciate the value of your plan, making them more likely to enroll-and possibly helping you attract and retain talent.
- Employees who are prepared for retirement are more likely to retire than those who aren't. This can help you control payroll costs.
- Shifting many retirement plan questions out of the workplace can help improve the productivity of both your employees and your benefits personnel.
Support Your Way: Flexible, Scalable, Accessible
With Connect2Achievesm, your employees will learn about your plan and why it is so important to save for retirement. New hires and long-term employees alike will get timely and pertinent information on planning for retirement, and how your plan can help them reach their savings goals. Connect2Achievesm's scalable and holistic approach goes well beyond annual meaningful notice requirements. Communications are targeted to specific employee groups, follow a planned strategy, and incorporate multiple delivery platforms to address different learning styles. Many of our plan promotions are tied to specific life events, such as a participant's birthday. We can also structure enrollment drives around the needs of your workforce—anything from yearly, stand-alone campaigns to ongoing promotions (which can also be incorporated into new-hire orientation programs).
| Connect2Achieve® Employee Services | ||||
| Education and Promotion | Online | Onsite | Paper | |
| Your Plan | ||||
| Seminars | X | X | ||
| E-learning/streaming media | X | |||
| Plan summaries | X | X | ||
| Reminders and notices | X | X | X | |
| 403(b) personalized contribution calculator | X | |||
| Newsletter | X | X | X | |
| Preparing for a Financially Secure Retirement | ||||
| Workbooks | X | X | ||
| Seminars | X | X | ||
| E-learning/streaming media | X | |||
| Information, tools, and calculators | X | |||
| Newsletter | X | X | X | |
All segments of the Connect2Achievesm employee education program—whether on-site, online, or on paper—are flexible and designed to be offered as stand-alone resources or in any combination. Best of all, when you use PlanConnect® as your third party administrator, our online and virtual services are included at no cost. Any additional services are cost-effective and tailored to meet your needs.
Information to Keep You Up-to-Date, Not Overwhelmed
Connect2Achievesm also has a plan sponsor component. Using a series of Connect2Achievesm communication tools, including webinars, emails, and e-learning/streaming media courses, PlanConnect® will keep you and your staff up-to-date with relevant information on legislative and regulatory issues affecting your plan.
