Participant Education
 
  • Participant specific education materials
  • Onsite employee group meetings
  • Onsite individual employee enrollment
  • Participant benefit statements
  • Participant investment advice via
    Morningstar
  • Quarterly retirement statements
    available via email
  • Participant website
  • Benefits Portal – Intranet design and maintenance

Participant Education
An employer can have the best designed benefits plans utilizing the latest in technology, yet if employees do not understand or utilize their plan correctly, the overall success of the plan is jeopardized.

That is why Alliance Benefit Group combines and provides the best onsite, education techniques available. Thus giving participants enough information and advice to make prudent benefits decisions.

 

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 xxxx Employee Meetings
Alliance Benefit Group conducts all facets of employee education group meetings. Our education series has been nationally recognized by leading industry periodicals. We urge potential clients to test our group meetings against our competitors. Results of such tests have yielded nothing but positive results for Alliance Benefit Group.

One-On-One Meetings
Alliance Benefit Group can meet with all employees individually to help them design and customize their own specific benefits needs in a confidential and consultative environment.

Internet Availability
Alliance Benefit Group’s participant website offers more than just access to account information and transaction processing. Our website is a complete benefits portal that can be customized by each participant. Information includes:
  • Customized employee portal
  • Complete account aggregation
  • 401(k) plan access
  • Hundreds of "life planners" and calculators
  • Access to generic or company-specific benefits information

Employee Materials
Alliance Benefit Group will customize all materials to meet the specific needs of each client.

Retirement Plan Super Statements
Our participant quarterly "super statement" gives employees:

  • Account balances
  • Performance updates
  • Asset allocation analysis
  • Internal rate of return
  • Share balance information
  • Relevant articles relating to savings and investments

Participant E-statements
Participants have the discretion to receive statements electronically versus a traditional paper statement. Employees are notified each quarter via email that their statement has been completed. They then access their statement via a secure website. Employees may store the last four quarterly statements on this secure website.