Employee Communication and Education

We believe every employee can achieve financial wellness. That’s why we provide year-round communications to help educate and engage your employees on financial wellness-related topics. Every month we send targeted and personalized emails on a variety of topics that are versioned based on each participant’s unique situation.

January

Setting and sticking to a New Year’s resolution

February

The importance of saving

March

Making sure you are saving enough

April

National Financial Capabilities Month

May

Setting goals and sticking to them

June

Setting a mid-year checklist

July

The importance of diversification

August

Why you should set up beneficiaries and trusted contacts

September

The importance of protecting your future

October

National Retirement Security Month

November

Cybersecurity

December

Thank you and Happy Holidays

RO: 3581895 (06/2024)