worksite direct ™ financial education with a purpose
TRANSCRIPT
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Worksite Direct™
Financial Education with a Purpose
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Worksite Direct
Assists employers in delivering quality financial education programs that help employees improve their personal finances.
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Information Overload
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The Need for Financial Education
• 58% of baby boomers have no idea how much they need to save for retirement1
• The average 401(k) balance is about $57,0002
• 50% of participants have less than $20,000 in their 401(k) plans2
• 19% have taken loans from their plans2
Sources: 1) Employee Benefit Research Institute, 20052) Investment Company Institute, 2005
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How Can Worksite Direct Impact Your Organization?
• Improved employee participation in employer-sponsored benefit plans
• Helps meet requirements of Department of Labor guidelines
• Increased employee morale and productivity
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Passport to Retirement®
• Comprehensive educational retirement planning workshop
• Computer-based presentation
• Flexible multi-session format
• Family benefit
• Presentation materials reviewed by the appropriate regulatory body
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Passport to Retirement
• 145-page attendee workbook
• Interactive format
• Complimentary financial consultation (upon request)
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Qualified Instructors
Instructors are financial professionals and Certified Worksite Instructors (CWIs).
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Additional Educational Courses
Topic-specific workshops are available, including estate conservation,long-term care,retirement plan distributions,and tax strategies.
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Newsletters
• Timely, well-researched topics
• Visually appealing and informative
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Our Role
We provide:
• All educational materials
• All promotional materials
• Valuable financial education
• Quality support and assistance
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Why Are We Doing This?
• Increase financial awareness
• Increase exposure in the community
• Develop potential working relationships
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This Is Not a Sales Meeting
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How to Get Started
• Select dates and times for your workshop
• Select promotional methods and schedule
• Register attendees
• Confirm reservations
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Participant Feedback
• Evaluation form– Workshop structure and content
– Presenter’s performance
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Worksite DirectYour Financial Workshop
We look forward to working with you.