Participant Support
As a core philosophy of our organization, we maintain a strong focus on participant education.
We work with you to educate your employees during the enrollment process and throughout their time
with your organization. A unique enrollment process is implemented that involves both a group session
and one-to-one employee meetings with a financial consultant. We provide substantial instruction to help
participants make sound choices towards their retirement planning objectives. It is clearly evident
that an employee that understands the benefits offered is more productive and recruiting and retention
initiatives of your organization are supported.
Education & Enrollment Strategy
HantzGroup will work with your organization to establish your annual participant communication goals and
design a communication strategy that will positively impact your workforce. Components of the educational
program would include:
- Pre-Introduction – Initial communication to generate interest in the program with flyers, payroll
stuffers, direct mailing, or newsletter articles
- Enrollment Workshops – On-site meetings conducted by a retirement specialist for each entry date or
as determined in the educational strategy
- Individual Consultations – Following the group enrollment sessions, employees are offered
individually at your location with HantzGroup Advisors to ensure that each participant knows how to:
project the retirement income that will be needed, determine their risk tolerance and time horizon, and
create a personal asset allocation strategy for their retirement plan account
- Options for Out of State Locations – HantzGroup will provide educational opportunities for out of
state locations. Annual on-site education, phone conferences and mailings will all be utilized based on your customized program
- Ongoing Financial Education Opportunities – To support your organization’s education program,
HantzGroup offers access to our Seminar Team. This dedicated group of specialized professionals conducts
educational workshops on financial topics in conjunction with your retirement plan enrollment meetings.
We appreciate your interest in HantzGroup and look forward to developing a successful partnership with your
organization.
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