Retirement Education: Empowering Employees and Enhancing Satisfaction
Surveys consistently show that retirement plan participants often don’t fully understand or appreciate their company’s role in securing their future. Since one of the main reasons for establishing a retirement plan is to attract and retain talent, fostering employee recognition and appreciation should be a top priority.
At PSI, we recognize that continuing education is a vital part of a successful retirement plan package.
Empowering Employees Through Knowledge
Peace of mind and job satisfaction are closely tied to financial security. As retirement planning has grown more complex over recent decades, interactive seminars—where employees can ask questions, voice concerns, and receive reliable legal and financial advice—have become invaluable. They provide employees with the confidence and insight needed to navigate their retirement journey, equating to a significant non-cash benefit.
Even the best-designed retirement plans require well-informed management and participants. Our seminars address plan features, individual roles, updates, legal and tax implications, and more.
Engaging Seminars on Core Retirement Topics
PSI’s educational seminars are designed to keep participants informed and engaged in their retirement planning. From onboarding new employees to updating existing participants, we help them stay connected with the company’s commitment to their financial future. Topics typically include:
- The importance of planning and saving for the future
- Understanding personal retirement needs
- Investing basics and finding sound investment advice
- Exploring sources of retirement income
- Budgeting for a secure retirement
- Legal considerations
- Life beyond retirement
Answering Key Retirement Plan Questions
Our seminars also cover essential plan specifics, addressing common questions such as:
- Eligibility requirements for participation
- Contribution limits and tax implications
- Withdrawal terms and IRS reporting requirements
- Options for rolling over funds from previous plans
A Wealth of Knowledge at Your Service
Our professional partners value the deep expertise that PSI brings to retirement education. From foundational questions like “What is a 401(k)?” to advanced topics, we help build a robust knowledge base that benefits partners, clients, and plan participants alike.
Using printed materials, seminars, and personalized consulting, we demystify retirement planning—an essential, yet often complex part of work life. At PSI, we have expertise to spare and to share.