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Employee Education

An effective employee education program will not only strengthen the benefits of your current retirement plan, but also meet fiduciary guidelines.

The partnership between PSA’s Fiduciary Consulting Group and The PFE Group brings together leading specialties and processes in retirement planning along with greater resources and keen industry insight — all to help deliver exceptional client services and experiences.

We have a dedicated team of professionals that can implement a delivery format most suitable to the needs of your employees and custom-tailor the message of most interest to them. An effective employee education program will not only strengthen the benefits of your current retirement plan, but also meet fiduciary guidelines. We are able to provide on-site one-on-one counseling on retirement plan savings adequacy and asset allocation advice from one of our Registered Investment Advisors. In addition, we host monthly webinars and educational workshops, along with customized education and communication materials.

We want your employees to have the money they need for a prosperous retirement, and we know that their understanding of investment options in their plan is essential to reaching that goal, as well as having a realistic retirement outlook. Our annual clarity report, along with financial wellness coaching, enables your employees to enjoy the comfort of knowing their retirement goals are being met. Our flexibility allows us to partner with you and create a participant education program that will be most effective and beneficial for your employees.

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Areas of Retirement Plans

Recent Blog Posts

Mar
29th
The ACA Is Still the Law of the Land (Benefit Minute)

Republican efforts to repeal and replace parts of the Affordable Care Act (ACA) with the American Health Care Act (AHCA) stalled on March 24, 2017 when Speaker of the House Paul Ryan determined he did not have the support needed to pass the bill in the House of Representatives and withdrew it without a vote. […]

Mar
24th
Executive Leadership: It’s time to make cyber resiliency YOUR next priority

You’ve probably read about major cybersecurity failures of large organizations, such as Yahoo, Sony, LinkedIn, Target, the Democratic National Committee, and the list goes on. While they’re not always in the headlines, evidence shows that small and medium-sized organizations are increasingly becoming the targets of cyber criminals and malicious actors. According to the most recent […]

Mar
17th
Work-Life Balance is a Myth — Instead, Find Work-Life Bliss

The day author and speaker Deirdre Maloney was interviewed on TV about a blog she wrote, she couldn’t get past what she saw on the screen — and how she felt afterward.

Mar
1st
How to Electronically Distribute ERISA-Required Documents (Benefit Minute)

Distribution of ERISA-required documents is challenging for employers.  Hard copy distribution is inefficient, costly, not environmentally friendly and out-of-date in the digital age.  However, electronic distribution must be accomplished in a manner that complies with Department of Labor (DOL) requirements and results in actual receipt by plan participants.