Education & Communications ::
Your retirement plan cannot succeed unless your employees understand your plan and choose to participate in it. Either in tandem with your investment professional or separately, Heritage Pension Advisors will conduct regular enrollment meetings to optimize enrollment and keep your plan's participants informed. We'll keep your participants advised as to how their funds are performing, any new features of their plan, as well as work with them regarding their individual financial situations.
Our service representatives will provide you and your plan with the kind of education and communication support that we know is needed to keep your employees informed, interested and participating successfully in your plan. We will also provide all of the printed enrollment materials, customized for your plan, to support your employees at enrollment.