On-Site Plan Education and Enrollment - Empower Your Workforce.

Spectrum's on-site plan education and enrollment services can deliver one-on-one meetings, small group meetings, or large group seminars, to active participants of workplace retirement benefit plans. Spectrum can also deliver virtual plan education and enrollment services more economically.

Request Proposal

Educate and Empower Your Workplace

Workplace retirement plans are valuable employee benefits. Sadly, most workers do not understand or appreciate the value without comprehensive communication and plan education. Spectrum provides a complete range of generic and custom employee communication and education solutions to clients and their employees. We provide employee meeting content on three levels.

One-On-Ones

Personalized to each person's circumstances, these sessions help participants enroll in plans at an optimal savings rate to reach their long-term financial objectives. Each session typically lasts 15 to 20 minutes.

Small Groups

Perfect for small to mid-size businesses or branch locations, these sessions target groups of 20 or fewer attendees. Generally, materials are distributed on paper, and the format is conversational. Sessions typically last 60 minutes per small group.

Large Group Seminars

For larger groups, Spectrum's Consultants generally use audio/video presentation equipment at employer places of business. Branch locations or satellite offices may attend virtually through audio or video conferencing.