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Guest Lilly
Posted

I would like to have suggestions regarding the creation and implementation of financial education materials to a diverse and decentralized work staff. Our DC provider offers 27 funds which has created a lot of confusion with our participants. Some participants need the very basics such as the difference between a stock and a bond and then we have others at the other end of the spectrum that are very financial savy. Any ideas on how to go about creating the materials and how to present them? Your suggestions would be greatly appreciated.

  • 4 weeks later...
Posted

If you are using a full service provider they should be doing this education for you. We normally include type of education with our employee presentations. Additionally, there are firms that specialize in producing those types of materials. I do not have specific company names readily available but could get them if you need them.

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