10,000 Ft. – Employee Enrollment Meeting Objectives: Meet with employers to educate on retirement plan optionsAssist employees with the enrollment processOffer additional individual assistance to employeesExpected Duration:Meeting Length: 90 minutesTime Until Next Meeting: 6 months or as neededDiscussion Topics:Introduce employees to new retirement planExplain investment selection options to employeesEducate employees on how to enrollIntroduce employees to plan advisor Next Step: G.L. - CONTINUOUS EMPLOYEE EDUCATION & INVESTMENT MONITORING
10,000 Ft. – Employee Enrollment Meeting Objectives: Meet with employers to educate on retirement plan optionsAssist employees with the enrollment processOffer additional individual assistance to employeesExpected Duration:Meeting Length: 90 minutesTime Until Next Meeting: 6 months or as neededDiscussion Topics:Introduce employees to new retirement planExplain investment selection options to employeesEducate employees on how to enrollIntroduce employees to plan advisor Next Step: G.L. - CONTINUOUS EMPLOYEE EDUCATION & INVESTMENT MONITORING
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