Education is key to helping employees understand the value of the benefits offered at their workplace, which can boost participation.
That’s why we created this financial planning workbook.
This guide helps employees understand how annual enrollment, group benefits, major medical insurance, retirement accounts, life insurance, savings goals and more, fit into their broader financial picture. They can take notes, check off finished tasks and review information about potential plan options.
To download your copy of this interactive guide, simply enter your information below.
