RETIREMENT SOLUTIONS

Education, Communications & Enrollment

Maximize retirement plan participation with tailored support.

You’ve invested the time to provide a key benefit to your employees — a retirement plan that meets their needs and yours. Your cost, time and effort need to be matched with high participation.

That’s why education, communication and ease of enrollment are critical for maximizing employee participation and ensuring your employees can make informed decisions.

Daybright can help with a range of education services*:

  • In-person/virtual financial wellness meetings, workshops and seminars
  • Tailored education materials
  • One-to-one wealth planning services with financial advisors

Retirement Plan Communications:
Our communications offering includes a host of options:

  • Emails
  • Newsletters
  • Proprietary digital technology platforms
  • Dedicated websites and intranets
  • Mobile apps
  • Interactive tools — offering calculators, FAQs, and other online tools that help employees model different retirement scenarios to make informed decisions

Retirement Plan Enrollment:
Enrollment involves individual employees signing up for the retirement plan and making choices about contribution levels and investment options. The easier it is to enroll in your plan, the more employees will participate.

We offer:

  • Online enrollment systems — web-based platforms that allow employees to enroll, change contributions, and select investments easily
  • Standard or tailored plans that enable auto-enrollment
  • In-person or virtual meetings and webinars to explain your plans
  • Assistance with sign-up

*Availability may depend on the specific plan design and/or plan type.