Retirement Plan Education for Participants

Offering a retirement plan demonstrates an employer’s commitment to employee well-being and financial security. However, low participation rates or uninformed choices undermine the full value of this benefit.  Participant education is a strategic investment. It can emphasize the importance of retirement readiness, encouraging  plan participants to take an active role in saving for their future. By making your plan’s advantages clear, employees are more likely to enroll. This engagement directly benefits the organization through increased employee retention and satisfaction.

Implementing 401(k) Education for Plan Participants

Ekon’s customized educational workshops unlock the full potential of your retirement plan program. We simplify tax benefits, contribution strategies, and the unique features of your sponsored retirement plan, empowering participants to make informed decisions. As an Ekon client, your employees gain direct access to experts who fully understand your plan.

We stand apart with industry-leading expertise, personalized service, and a meticulous focus on detail. Our commitment to participant education creates a more informed and financially secure workforce—providing you with a powerful competitive advantage.

Retirement Plan Education for Participants

As a plan sponsor, facilitating participant education is an excellent way to emphasize the importance of retirement readiness and encourage plan participants to take an active role in saving for their future.

Ekon’s Participant Education Services

Ekon believes that the key to a successful retirement program is engaged participants. That’s why we work closely with plan sponsors to deliver customized participant education programs including:

 
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In-person educational workshops:

Ekon’s educational workshops equip plan participants with a summary of plan provisions while also allowing participants to easily understand the pertinent aspects of the plan.  We provide information about fund performance, risk tolerance assessments, and easy-to-understand online tools. We can design the workshops, offered in both group and individual formats, to meet the needs of plan sponsors and plan participants. This comprehensive approach maximizes plan participation.

Quarterly newsletters:

Ekon provides a quarterly newsletter –  Investment Watch – to plan participants discussing the current market environment, which leads to increased participant awareness regarding market trends and current economic issues.

Educational materials on-the-go:

Ekon’s mobile-friendly MyEkon Participant portal puts plan participants in control of their account information.  Plan participants can explore how contribution changes impact their future and access newsletters, investment tools, and calculators for informed decision-making.

Ongoing education:

Our client relationships are built for the long haul, with most lasting a decade or more. We understand the dynamic nature of the financial market, navigating ever-changing regulations and market scenarios alongside you. To ensure continued engagement for our valued clients, we offer annual market refreshers relevant to the needs of our plan sponsors.

At Ekon, our Dedicated Plan Specialists (DPSs) are available by phone and through the MyEkon Participant Portal if participants have additional questions about their plan. Elevate your retirement benefit offering and empower your employees. Contact Ekon Benefits today to learn more.

Make the Switch to Ekon Benefits

We are here to help. Take the first step in becoming a valued client of Ekon Benefits.

Contact Us

Or write to info@ekonbenefits.com