Better participant experiences
A connected experience to help improve employee outcomes
Our Participant Engagement Program delivers results
Through personalized messaging to every employee, we improve employee outcomes in meaningful ways. Some examples include:
- 42% lift in participant-initiated conversations about their retirement
- Participants are 3.2 times more likely to increase contributions to their plan
- $1.2 billion in increased retirement savings over 5 years
- 26% lift in participants rolling assets into the plan from outside accounts
Our award-winning mobile experience helps your employees prepare
Our mobile-optimized website provides:
- Full functionality on any device
- Videos and more to educate participants
- Online enrollment
We have powerful tools that give a holistic view, including:
- A fully transactional mobile app
- My Interactive Retirement Planner℠ – Helps give employees a complete picture of their retirement readiness, highlight any gaps compared to their goals and provide actionable steps to close any gap
- My Investment Planner – Helps employees with investment recommendations that are right for them, based on their answers to a few questions
- Paycheck impact calculator – Helps determine the true impact of take-home pay vs. pre-tax contributions
We’ve also ranked #1 in DALBAR’s review of mobile websites for Retirement Plan Providers for six consecutive years (2014-2020) and have consistently earned their Communication Seal for Plan Participant’s online experience since 2016.
Face-to-face and virtual 1:1 support for your employees
Convenient meetings for:
- Consolidation support
- Employee orientations
- Group workshops
- One-on-one consultations
We offer an online appointment scheduler, making it easy to meet with a specialist. Participants have access to our Retirement Resource GroupSM and Licensed Customer Service Representatives.
Retirement Resource Group
Made up of licensed internal Retirement Specialists who focus on Retirement Plan education and planning and analysis, they give one-on-one consultations for all aspects of financial planning, including:
- Retirement income
- Healthcare costs in retirement
- Social Security income optimization
- Other specific areas of financial needs analysis
Licensed Customer Service Representatives
Our DALBAR Plan Participant Service Award winners are available Monday – Friday from 8 a.m. until 11 p.m. ET, and on Saturdays from 9 a.m. until 6 p.m. ET.