Step 2 - Schedule education session

Employee education

To introduce the plan and prepare your employees to enroll, we'll co-host a virtual education session for your team. During the session we will explain the benefits of a retirement savings plan, give a demo of the platform and take questions. By the end of the session, your employees will know:

• your employer contribution and matching levels (if applicable)
• how to enroll
• how much to save
• how to make contributions
• how their savings are invested
• the impact of withdrawals

The session will be recorded for those who are unable to attend live or want to listen again.

Scheduling your education session

During onboarding, your customer success manager will work with you to select a date and time for your employee education session and send you a calendar invite with a Zoom link. Forward the education session calendar invite to all eligible employees. 

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