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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

Aug
10th
Game of Stones: Examining the Foundational Elements of Effective Negotiation

According to Mark Jankowski, founder of Amplified Learning, effective negotiation requires three things: attitude, tools, and skills. “You can have any one, or even two of those things, but if you don’t put them all together, you won’t be effective,” he said at a recent PSA Partnership Event, “Game of Stones.” Where did he first […]

Aug
3rd
Don’t let interview bias and other missteps lead to a bad hire

When you are recruiting for an open position at your company, you want to hire someone who will succeed in the role. But that’s not always what actually happens. Often, interviewers are drawn to the people they relate to or simply like the most, rather than the candidates who are the most qualified. While that […]

Jul
27th
HIPAA and the Cloud (Benefit Minute)

Cloud computing allows convenient on-demand network access to a shared pool of computing resources (such as networks, servers, storage and applications) that can be rapidly supplied and used with minimal management effort or service provider interaction.   The computing resources are pooled to serve multiple customers and can be scaled to meet changes in demand. 

Jul
20th
A Snapshot of Today’s Most Prevalent Cyber Threats for the Non-Technical Executive, Part 2

In a recent blog post, we shared two prevalent cyber risks that your organization should be aware of — phishing and malware. Of course, those aren’t the only two threats you face when using technology or handling electronic data. This blog post provides an overview of two additional cyber threats to help you build a […]