Informed employees make better investment decisions which reduces financial stress and can lead to greater productivity.
RTD is committed to educating employees on sound financial planning practices and providing the knowledge needed to plan for a successful retirement. Participant engagement is not a one size fits all solution. We utilize multiple approaches to meet the diverse needs of each client.
Participant Services
- On-site group and one-on-one meetings with credentialed retirement plan consultants and financial planners
- Plan specific
- Website demonstrations
- Pre-retirement concerns regarding social security, Medicare and tax planning
- Early career concerns regarding budgeting, home purchase and debt consolidation
- Wealth builder concerns regarding college planning, wills and life insurance needs.
- Live webinars and recorded webinars
- Customized targeted campaigns
- Periodic newsletters and engaging videos
- Dedicated retirement plan support team for participant questions
- Monitoring outcomes